Number of Shares
1.05 Mil
Current Holdings Value*
$589.94 Mil
% of Portfolio
28.87%
Total Estimate Gain
$268.64 Mil
% of Total Estimate Gain
51.90%

Johnson Financial Group, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Johnson Financial Group, Inc. held 1.05 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $589.94 Mil. This investment constitutes 28.87% of their stock portfolio, and Johnson Financial Group, Inc. now holds 0.11% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2014Q1. And since then Johnson Financial Group, Inc. has made 23 purchases of IVV, at an average price of $382.18, for a total of 1.35 Mil shares. In addition, there have been 10 sales at an average price of $409.15 for 304,581.00 shares. Based on historical transaction data and IVV's current price of $630.23, Johnson Financial Group, Inc.'s estimated gain on his IVV holdings is $268.64 Mil, reflecting a 51.90% gain to date.

Johnson Financial Group, Inc. IVV ($630.23) Holding Chart

Johnson Financial Group, Inc. IVV ($630.23) 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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