Michael & Susan Dell Foundation IVV Holdings History
Number of Shares
3.00 Mil
Current Holdings Value*
$1.68 Bil
% of Portfolio
86.19%
Total Estimate Gain
$125.74 Mil
% of Total Estimate Gain
7.17%
Michael & Susan Dell Foundation's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Michael & Susan Dell Foundation held 3.00 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $1.68 Bil. This investment constitutes 86.19% of their stock portfolio, and Michael & Susan Dell Foundation now holds 0.3% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q3. And since then Michael & Susan Dell Foundation has made 3 purchases of IVV, at an average price of $585.10, for a total of 3.00 Mil shares. Based on historical transaction data and IVV's current price of $627.03, Michael & Susan Dell Foundation's estimated gain on his IVV holdings is $125.74 Mil, reflecting a 7.17% gain to date.
Michael & Susan Dell Foundation IVV ($627.03) Holding Chart
Michael & Susan Dell Foundation IVV ($627.03) 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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