Kooman & Associates IVV Holdings History
Kooman & Associates's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Kooman & Associates held 20,654.00 shares of iShares Core S&P 500 ETF(IVV), totaling $12.82 Mil. This investment constitutes 4.33% of their stock portfolio, and Kooman & Associates now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Kooman & Associates has made 3 purchases of IVV, at an average price of $387.23, for a total of 91,006.00 shares. In addition, there have been 7 sales at an average price of $405.92 for 70,352.00 shares. Based on historical transaction data and IVV's current price of $631.74, Kooman & Associates's estimated gain on his IVV holdings is $6.36 Mil, reflecting a 18.06% gain to date.
Kooman & Associates IVV ($631.74) Holding Chart
Kooman & Associates IVV ($631.74) 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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