NextCapital Advisers, Inc. IVV Holdings History
NextCapital Advisers, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2022-06-30, NextCapital Advisers, Inc. held 4.03 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $1.53 Bil. This investment constitutes 29.64% of their stock portfolio, and NextCapital Advisers, Inc. now holds 0.55% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q3. And since then NextCapital Advisers, Inc. has made 16 purchases of IVV, at an average price of $331.79, for a total of 4.03 Mil shares. Based on historical transaction data and IVV's current price of $630.67, NextCapital Advisers, Inc.'s estimated gain on his IVV holdings is $1.20 Bil, reflecting a 90.08% gain to date.
NextCapital Advisers, Inc. IVV ($630.67) Holding Chart
NextCapital Advisers, Inc. 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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