MAI Capital Management IVV Holdings History
MAI Capital Management's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, MAI Capital Management held 1.64 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $922.87 Mil. This investment constitutes 6.96% of their stock portfolio, and MAI Capital Management now holds 0.17% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q4. And since then MAI Capital Management has made 31 purchases of IVV, at an average price of $384.73, for a total of 1.68 Mil shares. In addition, there have been 3 sales at an average price of $377.53 for 35,713.00 shares. Based on historical transaction data and IVV's current price of $623.42, MAI Capital Management's estimated gain on his IVV holdings is $391.76 Mil, reflecting a 60.68% gain to date.
MAI Capital Management IVV ($623.42) Holding Chart
MAI Capital Management IVV ($623.42) 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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