Mutual Advisors, LLC IVV Holdings History
Mutual Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Mutual Advisors, LLC held 188,890.00 shares of iShares Core S&P 500 ETF(IVV), totaling $104.49 Mil. This investment constitutes 2.99% of their stock portfolio, and Mutual Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Mutual Advisors, LLC has made 18 purchases of IVV, at an average price of $356.33, for a total of 268,877.00 shares. In addition, there have been 10 sales at an average price of $444.24 for 79,987.00 shares. Based on historical transaction data and IVV's current price of $630.67, Mutual Advisors, LLC's estimated gain on his IVV holdings is $58.85 Mil, reflecting a 61.43% gain to date.
Mutual Advisors, LLC IVV ($630.67) Holding Chart
Mutual 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 % | |||
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