INSIGHT 2811, INC. IVV Holdings History

Number of Shares
24,522.00
Current Holdings Value*
$13.78 Mil
% of Portfolio
6.98%
Total Estimate Gain
$3.92 Mil
% of Total Estimate Gain
32.49%

INSIGHT 2811, INC.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, INSIGHT 2811, INC. held 24,522.00 shares of iShares Core S&P 500 ETF(IVV), totaling $13.78 Mil. This investment constitutes 6.98% of their stock portfolio, and INSIGHT 2811, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2014Q1. And since then INSIGHT 2811, INC. has made 21 purchases of IVV, at an average price of $450.39, for a total of 26,801.00 shares. In addition, there have been 10 sales at an average price of $258.21 for 2,279.00 shares. Based on historical transaction data and IVV's current price of $628.17, INSIGHT 2811, INC.'s estimated gain on his IVV holdings is $3.92 Mil, reflecting a 32.49% gain to date.

INSIGHT 2811, INC. IVV ($628.17) Holding Chart

INSIGHT 2811, 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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