NewEdge Advisors, LLC IVV Holdings History
NewEdge Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, NewEdge Advisors, LLC held 816,279.00 shares of iShares Core S&P 500 ETF(IVV), totaling $458.67 Mil. This investment constitutes 2.72% of their stock portfolio, and NewEdge Advisors, LLC now holds 0.08% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then NewEdge Advisors, LLC has made 21 purchases of IVV, at an average price of $416.96, for a total of 908,187.00 shares. In addition, there have been 7 sales at an average price of $400.41 for 91,908.00 shares. Based on historical transaction data and IVV's current price of $630.51, NewEdge Advisors, LLC's estimated gain on his IVV holdings is $172.79 Mil, reflecting a 45.63% gain to date.
NewEdge Advisors, LLC IVV ($630.51) Holding Chart
NewEdge Advisors, LLC IVV ($630.51) 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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