Klingman & Associates, LLC IVV Holdings History
Klingman & Associates, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Klingman & Associates, LLC held 528,936.00 shares of iShares Core S&P 500 ETF(IVV), totaling $297.21 Mil. This investment constitutes 18.2% of their stock portfolio, and Klingman & Associates, LLC now holds 0.05% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q1. And since then Klingman & Associates, LLC has made 26 purchases of IVV, at an average price of $308.91, for a total of 909,098.00 shares. In addition, there have been 3 sales at an average price of $301.91 for 380,162.00 shares. Based on historical transaction data and IVV's current price of $633.72, Klingman & Associates, LLC's estimated gain on his IVV holdings is $169.14 Mil, reflecting a 60.23% gain to date.
Klingman & Associates, LLC IVV ($633.72) Holding Chart
Klingman & Associates, LLC IVV ($633.72) 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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