Prudent Man Advisors, LLC IVV Holdings History
Prudent Man Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Prudent Man Advisors, LLC held 6,969.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.92 Mil. This investment constitutes 1.42% of their stock portfolio, and Prudent Man Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q2. And since then Prudent Man Advisors, LLC has made 3 purchases of IVV, at an average price of $373.10, for a total of 10,839.00 shares. In addition, there have been 8 sales at an average price of $393.88 for 3,870.00 shares. Based on historical transaction data and IVV's current price of $631.74, Prudent Man Advisors, LLC's estimated gain on his IVV holdings is $1.88 Mil, reflecting a 46.56% gain to date.
Prudent Man Advisors, LLC IVV ($631.74) Holding Chart
Prudent Man Advisors, LLC IVV ($631.74) 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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