Objective Capital Management, LLC IVV Holdings History
Objective Capital Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Objective Capital Management, LLC held 17,900.00 shares of iShares Core S&P 500 ETF(IVV), totaling $10.06 Mil. This investment constitutes 12.83% of their stock portfolio, and Objective Capital Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q1. And since then Objective Capital Management, LLC has made 7 purchases of IVV, at an average price of $444.19, for a total of 30,904.00 shares. In addition, there have been 5 sales at an average price of $536.07 for 13,004.00 shares. Based on historical transaction data and IVV's current price of $598.62, Objective Capital Management, LLC's estimated gain on his IVV holdings is $3.96 Mil, reflecting a 28.84% gain to date.
Objective Capital Management, LLC IVV ($598.62) Holding Chart
Objective Capital Management, LLC IVV ($598.62) 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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