RITHOLTZ WEALTH MANAGEMENT IVV Holdings History
RITHOLTZ WEALTH MANAGEMENT's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, RITHOLTZ WEALTH MANAGEMENT held 355,276.00 shares of iShares Core S&P 500 ETF(IVV), totaling $199.63 Mil. This investment constitutes 5.96% of their stock portfolio, and RITHOLTZ WEALTH MANAGEMENT now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then RITHOLTZ WEALTH MANAGEMENT has made 21 purchases of IVV, at an average price of $338.00, for a total of 971,629.00 shares. In addition, there have been 6 sales at an average price of $358.90 for 616,353.00 shares. Based on historical transaction data and IVV's current price of $624.99, RITHOLTZ WEALTH MANAGEMENT's estimated gain on his IVV holdings is $114.84 Mil, reflecting a 34.97% gain to date.
RITHOLTZ WEALTH MANAGEMENT IVV ($624.99) Holding Chart
RITHOLTZ WEALTH MANAGEMENT IVV ($624.99) 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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