Number of Shares
6,411.00
Current Holdings Value*
$3.60 Mil
% of Portfolio
0.1%
Total Estimate Gain
$1.20 Mil
% of Total Estimate Gain
19.01%

Donor Advised Charitable Giving, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Donor Advised Charitable Giving, Inc. held 6,411.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.60 Mil. This investment constitutes 0.1% of their stock portfolio, and Donor Advised Charitable Giving, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q3. And since then Donor Advised Charitable Giving, Inc. has made 10 purchases of IVV, at an average price of $361.31, for a total of 17,450.00 shares. In addition, there have been 16 sales at an average price of $321.11 for 11,039.00 shares. Based on historical transaction data and IVV's current price of $617.46, Donor Advised Charitable Giving, Inc.'s estimated gain on his IVV holdings is $1.20 Mil, reflecting a 19.01% gain to date.

Donor Advised Charitable Giving, Inc. IVV ($617.46) Holding Chart

Donor Advised Charitable Giving, Inc. IVV ($617.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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