Number of Shares
6,969.00
Current Holdings Value*
$3.92 Mil
% of Portfolio
1.42%
Total Estimate Gain
$1.88 Mil
% of Total Estimate Gain
46.38%

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 $630.67, Prudent Man Advisors, LLC's estimated gain on his IVV holdings is $1.88 Mil, reflecting a 46.38% gain to date.

Prudent Man Advisors, LLC IVV ($630.67) Holding Chart

Prudent Man Advisors, 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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