Private Capital IVV Holdings History
Private Capital's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Private Capital Management held 5,354.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.01 Mil. This investment constitutes 0.33% of their stock portfolio, and Private Capital Management now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q1. And since then Private Capital has made 5 purchases of IVV, at an average price of $477.99, for a total of 6,260.00 shares. In addition, there have been 8 sales at an average price of $434.63 for 906.00 shares. Based on historical transaction data and IVV's current price of $630.65, Private Capital's estimated gain on his IVV holdings is $778,026.26, reflecting a 26.00% gain to date.
Private Capital IVV ($630.65) Holding Chart
Private Capital IVV ($630.65) 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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