Private Ocean, LLC IVV Holdings History
Private Ocean, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-06-30, Private Ocean, LLC held 49,172.00 shares of iShares Core S&P 500 ETF(IVV), totaling $26.91 Mil. This investment constitutes 2.37% of their stock portfolio, and Private Ocean, LLC now holds -% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then Private Ocean, LLC has made 15 purchases of IVV, at an average price of $411.39, for a total of 68,181.00 shares. In addition, there have been 17 sales at an average price of $395.96 for 19,009.00 shares. Based on historical transaction data and IVV's current price of $628.17, Private Ocean, LLC's estimated gain on his IVV holdings is $10.37 Mil, reflecting a 36.96% gain to date.
Private Ocean, LLC IVV ($628.17) Holding Chart
Private Ocean, LLC IVV ($628.17) 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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