Orion Portfolio Solutions, LLC IVV Holdings History
Orion Portfolio Solutions, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Orion Portfolio Solutions, LLC held 804,262.00 shares of iShares Core S&P 500 ETF(IVV), totaling $458.88 Mil. This investment constitutes 2.27% of their stock portfolio, and Orion Portfolio Solutions, LLC now holds 0.08% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Orion Portfolio Solutions, LLC has made 9 purchases of IVV, at an average price of $434.67, for a total of 2.47 Mil shares. In addition, there have been 12 sales at an average price of $426.01 for 1.66 Mil shares. Based on historical transaction data and IVV's current price of $630.67, Orion Portfolio Solutions, LLC's estimated gain on his IVV holdings is $143.24 Mil, reflecting a 13.37% gain to date.
Orion Portfolio Solutions, LLC IVV ($630.67) Holding Chart
Orion Portfolio Solutions, 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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