Fund Evaluation Group, LLC IVV Holdings History
Fund Evaluation Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Fund Evaluation Group, LLC held 1.71 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $961.70 Mil. This investment constitutes 41.58% of their stock portfolio, and Fund Evaluation Group, LLC now holds 0.17% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q2. And since then Fund Evaluation Group, LLC has made 20 purchases of IVV, at an average price of $352.71, for a total of 2.91 Mil shares. In addition, there have been 16 sales at an average price of $340.56 for 1.20 Mil shares. Based on historical transaction data and IVV's current price of $631.43, Fund Evaluation Group, LLC's estimated gain on his IVV holdings is $462.44 Mil, reflecting a 45.00% gain to date.
Fund Evaluation Group, LLC IVV ($631.43) Holding Chart
Fund Evaluation Group, LLC IVV ($631.43) 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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