ELM ADVISORS, LLC IVV Holdings History
ELM ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2022-03-31, ELM ADVISORS, LLC held 11,048.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.01 Mil. This investment constitutes 6.77% of their stock portfolio, and ELM ADVISORS, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then ELM ADVISORS, LLC has made 3 purchases of IVV, at an average price of $183.28, for a total of 49,747.00 shares. In addition, there have been 22 sales at an average price of $330.26 for 38,699.00 shares. Based on historical transaction data and IVV's current price of $627.25, ELM ADVISORS, LLC's estimated gain on his IVV holdings is $10.59 Mil, reflecting a 116.18% gain to date.
ELM ADVISORS, LLC IVV ($627.25) Holding Chart
ELM ADVISORS, LLC IVV ($627.25) 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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