Kilter Group LLC IVV Holdings History
Number of Shares
55,008.00
Current Holdings Value*
$30.91 Mil
% of Portfolio
20.19%
Total Estimate Gain
$2.47 Mil
% of Total Estimate Gain
7.13%
Kilter Group LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Kilter Group LLC held 55,008.00 shares of iShares Core S&P 500 ETF(IVV), totaling $30.91 Mil. This investment constitutes 20.19% of their stock portfolio, and Kilter Group LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $590.51 for 3,577.00 shares. Based on historical transaction data and IVV's current price of $637.33, Kilter Group LLC's estimated gain on his IVV holdings is $2.47 Mil, reflecting a 7.13% gain to date.
Kilter Group LLC IVV ($637.33) Holding Chart
Kilter Group LLC IVV ($637.33) 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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