Intersect Capital LLC IVV Holdings History
Intersect Capital LLC's iShares Core S&P 500 ETF Holding Summary
As of 2022-06-30, Intersect Capital LLC held 28,929.00 shares of iShares Core S&P 500 ETF(IVV), totaling $10.97 Mil. This investment constitutes 3.32% of their stock portfolio, and Intersect Capital LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q1. And since then Intersect Capital LLC has made 12 purchases of IVV, at an average price of $251.15, for a total of 35,769.00 shares. In addition, there have been 7 sales at an average price of $281.11 for 6,840.00 shares. Based on historical transaction data and IVV's current price of $623.83, Intersect Capital LLC's estimated gain on his IVV holdings is $10.99 Mil, reflecting a 122.30% gain to date.
Intersect Capital LLC IVV ($623.83) Holding Chart
Intersect Capital LLC IVV ($623.83) 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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