MOTCO's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, MOTCO held 15,051.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.46 Mil. This investment constitutes 0.89% of their stock portfolio, and MOTCO now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q4. And since then MOTCO has made 24 purchases of IVV, at an average price of $422.23, for a total of 17,860.00 shares. In addition, there have been 6 sales at an average price of $429.39 for 2,809.00 shares. Based on historical transaction data and IVV's current price of $626.44, MOTCO's estimated gain on his IVV holdings is $3.09 Mil, reflecting a 41.03% gain to date.
MOTCO IVV ($626.44) Holding Chart
MOTCO IVV ($626.44) 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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