GRIES FINANCIAL LLC IVV Holdings History
GRIES FINANCIAL LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, GRIES FINANCIAL LLC held 115,273.00 shares of iShares Core S&P 500 ETF(IVV), totaling $64.77 Mil. This investment constitutes 12.56% of their stock portfolio, and GRIES FINANCIAL LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q1. And since then GRIES FINANCIAL LLC has made 8 purchases of IVV, at an average price of $403.25, for a total of 130,855.00 shares. In addition, there have been 8 sales at an average price of $433.94 for 15,582.00 shares. Based on historical transaction data and IVV's current price of $628.17, GRIES FINANCIAL LLC's estimated gain on his IVV holdings is $26.41 Mil, reflecting a 50.04% gain to date.
GRIES FINANCIAL LLC IVV ($628.17) Holding Chart
GRIES FINANCIAL LLC IVV ($628.17) 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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