FIRST FOUNDATION ADVISORS IVV Holdings History
FIRST FOUNDATION ADVISORS's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, FIRST FOUNDATION ADVISORS held 292,572.00 shares of iShares Core S&P 500 ETF(IVV), totaling $164.40 Mil. This investment constitutes 6.69% of their stock portfolio, and FIRST FOUNDATION ADVISORS now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q4. And since then FIRST FOUNDATION ADVISORS has made 23 purchases of IVV, at an average price of $407.89, for a total of 414,889.00 shares. In addition, there have been 8 sales at an average price of $315.36 for 122,317.00 shares. Based on historical transaction data and IVV's current price of $630.93, FIRST FOUNDATION ADVISORS's estimated gain on his IVV holdings is $53.94 Mil, reflecting a 31.87% gain to date.
FIRST FOUNDATION ADVISORS IVV ($630.93) Holding Chart
FIRST FOUNDATION ADVISORS IVV ($630.93) 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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