Legacy Advisors, LLC IVV Holdings History
Legacy Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Legacy Advisors, LLC held 38,724.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.76 Mil. This investment constitutes 2.24% of their stock portfolio, and Legacy Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Legacy Advisors, LLC has made 10 purchases of IVV, at an average price of $332.54, for a total of 80,461.00 shares. In addition, there have been 10 sales at an average price of $325.30 for 41,737.00 shares. Based on historical transaction data and IVV's current price of $630.67, Legacy Advisors, LLC's estimated gain on his IVV holdings is $11.24 Mil, reflecting a 42.02% gain to date.
Legacy Advisors, LLC IVV ($630.67) Holding Chart
Legacy Advisors, LLC IVV ($630.67) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
