Number of Shares
4,581.00
Current Holdings Value*
$2.57 Mil
% of Portfolio
2.96%
Total Estimate Gain
$5.19 Mil
% of Total Estimate Gain
25.89%

Forefront Analytics, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Forefront Analytics, LLC held 4,581.00 shares of iShares Core S&P 500 ETF(IVV), totaling $2.57 Mil. This investment constitutes 2.96% of their stock portfolio, and Forefront Analytics, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q2. And since then Forefront Analytics, LLC has made 10 purchases of IVV, at an average price of $286.95, for a total of 69,900.00 shares. In addition, there have been 18 sales at an average price of $343.27 for 65,319.00 shares. Based on historical transaction data and IVV's current price of $617.46, Forefront Analytics, LLC's estimated gain on his IVV holdings is $5.19 Mil, reflecting a 25.89% gain to date.

Forefront Analytics, LLC IVV ($617.46) Holding Chart

Forefront Analytics, 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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