Karpus Management, Inc. IVV Holdings History
Karpus Management, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Karpus Management, Inc. held 140,091.00 shares of iShares Core S&P 500 ETF(IVV), totaling $78.72 Mil. This investment constitutes 2.56% of their stock portfolio, and Karpus Management, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q2. And since then Karpus Management, Inc. has made 11 purchases of IVV, at an average price of $338.65, for a total of 555,483.00 shares. In addition, there have been 17 sales at an average price of $407.54 for 415,392.00 shares. Based on historical transaction data and IVV's current price of $621.29, Karpus Management, Inc.'s estimated gain on his IVV holdings is $68.21 Mil, reflecting a 36.26% gain to date.
Karpus Management, Inc. IVV ($621.29) Holding Chart
Karpus Management, Inc. IVV ($621.29) 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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