JB Capital LLC IVV Holdings History
JB Capital LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, JB Capital LLC held 460,925.00 shares of iShares Core S&P 500 ETF(IVV), totaling $258.99 Mil. This investment constitutes 14.28% of their stock portfolio, and JB Capital LLC now holds 0.05% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q3. And since then JB Capital LLC has made 8 purchases of IVV, at an average price of $440.25, for a total of 772,898.00 shares. In addition, there have been 6 sales at an average price of $524.25 for 311,973.00 shares. Based on historical transaction data and IVV's current price of $630.93, JB Capital LLC's estimated gain on his IVV holdings is $114.10 Mil, reflecting a 33.53% gain to date.
JB Capital LLC IVV ($630.93) Holding Chart
JB Capital LLC IVV ($630.93) 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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