Edge Capital Group, LLC IVV Holdings History
Edge Capital Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-12-31, Edge Capital Group, LLC held 64,518.00 shares of iShares Core S&P 500 ETF(IVV), totaling $37.98 Mil. This investment constitutes 1.69% of their stock portfolio, and Edge Capital Group, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Edge Capital Group, LLC has made 13 purchases of IVV, at an average price of $349.70, for a total of 107,737.00 shares. In addition, there have been 11 sales at an average price of $389.99 for 43,219.00 shares. Based on historical transaction data and IVV's current price of $617.46, Edge Capital Group, LLC's estimated gain on his IVV holdings is $19.02 Mil, reflecting a 50.48% gain to date.
Edge Capital Group, LLC IVV ($617.46) Holding Chart
Edge Capital Group, LLC 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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