Ocean Endowment Partners, LLC IVV Holdings History
Ocean Endowment Partners, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2021-09-30, Ocean Endowment Partners, LLC held 24,500.00 shares of iShares Core S&P 500 ETF(IVV), totaling $15.18 Mil. This investment constitutes 73.6% of their stock portfolio, and Ocean Endowment Partners, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. In addition, there have been 6 sales at an average price of $368.34 for 209,425.00 shares. Based on historical transaction data and IVV's current price of $637.58, Ocean Endowment Partners, LLC's estimated gain on his IVV holdings is $21.14 Mil, reflecting a 29.51% gain to date.
Ocean Endowment Partners, LLC IVV ($637.58) Holding Chart
Ocean Endowment Partners, LLC IVV ($637.58) 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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