RATIONAL ADVISORS, INC. IVV Holdings History
RATIONAL ADVISORS, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, RATIONAL ADVISORS, INC. held 109,204.00 shares of iShares Core S&P 500 ETF(IVV), totaling $61.36 Mil. This investment constitutes 6.9% of their stock portfolio, and RATIONAL ADVISORS, INC. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q1. And since then RATIONAL ADVISORS, INC. has made 20 purchases of IVV, at an average price of $397.99, for a total of 241,173.00 shares. In addition, there have been 9 sales at an average price of $418.14 for 131,969.00 shares. Based on historical transaction data and IVV's current price of $623.83, RATIONAL ADVISORS, INC.'s estimated gain on his IVV holdings is $27.32 Mil, reflecting a 28.46% gain to date.
RATIONAL ADVISORS, INC. IVV ($623.83) Holding Chart
RATIONAL ADVISORS, INC. IVV ($623.83) 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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