Gilbert & Cook, Inc. IVV Holdings History
Gilbert & Cook, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Gilbert & Cook, Inc. held 285,811.00 shares of iShares Core S&P 500 ETF(IVV), totaling $160.60 Mil. This investment constitutes 23.29% of their stock portfolio, and Gilbert & Cook, Inc. now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Gilbert & Cook, Inc. has made 21 purchases of IVV, at an average price of $320.61, for a total of 377,742.00 shares. In addition, there have been 6 sales at an average price of $437.48 for 91,931.00 shares. Based on historical transaction data and IVV's current price of $628.17, Gilbert & Cook, Inc.'s estimated gain on his IVV holdings is $98.65 Mil, reflecting a 81.46% gain to date.
Gilbert & Cook, Inc. IVV ($628.17) Holding Chart
Gilbert & Cook, Inc. 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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