Matrix Trust Co IVV Holdings History
Matrix Trust Co's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Matrix Trust Co held 46,838.00 shares of iShares Core S&P 500 ETF(IVV), totaling $26.32 Mil. This investment constitutes 4.44% of their stock portfolio, and Matrix Trust Co now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q1. And since then Matrix Trust Co has made 7 purchases of IVV, at an average price of $556.16, for a total of 46,961.00 shares. In addition, there have been 2 sales at an average price of $575.05 for 123.00 shares. Based on historical transaction data and IVV's current price of $623.83, Matrix Trust Co's estimated gain on his IVV holdings is $3.17 Mil, reflecting a 12.15% gain to date.
Matrix Trust Co IVV ($623.83) Holding Chart
Matrix Trust Co IVV ($623.83) 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
