Number of Shares
7,048.00
Current Holdings Value*
$3.96 Mil
% of Portfolio
2.46%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
37.24%

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. held 7,048.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.96 Mil. This investment constitutes 2.46% of their stock portfolio, and FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2021Q4. And since then FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. has made 8 purchases of IVV, at an average price of $460.20, for a total of 7,081.00 shares. In addition, there have been 1 sales at an average price of $592.23 for 33.00 shares. Based on historical transaction data and IVV's current price of $631.74, FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s estimated gain on his IVV holdings is $1.21 Mil, reflecting a 37.24% gain to date.

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. IVV ($631.74) Holding Chart

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. IVV ($631.74) 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 %

Top Ranked Articles

  • 1