Gradient Capital Advisors, LLC IVV Holdings History
Gradient Capital Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Gradient Capital Advisors, LLC held 51,630.00 shares of iShares Core S&P 500 ETF(IVV), totaling $29.01 Mil. This investment constitutes 9.47% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Gradient Capital Advisors, LLC has made 15 purchases of IVV, at an average price of $304.13, for a total of 77,577.00 shares. In addition, there have been 13 sales at an average price of $373.96 for 25,947.00 shares. Based on historical transaction data and IVV's current price of $624.91, Gradient Capital Advisors, LLC's estimated gain on his IVV holdings is $18.37 Mil, reflecting a 77.87% gain to date.
Gradient Capital Advisors, LLC IVV ($624.91) Holding Chart
Gradient Capital Advisors, LLC IVV ($624.91) 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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