Ray Dalio's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Bridgewater Associates held 2.18 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $1.22 Bil. This investment constitutes 5.67% of their stock portfolio, and Bridgewater Associates now holds 0.22% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2011Q2. And since then Ray Dalio has made 19 purchases of IVV, at an average price of $339.90, for a total of 4.98 Mil shares. In addition, there have been 10 sales at an average price of $353.82 for 2.81 Mil shares. Based on historical transaction data and IVV's current price of $627.25, Ray Dalio's estimated gain on his IVV holdings is $664.11 Mil, reflecting a 39.22% gain to date.
Ray Dalio IVV ($627.25) Holding Chart
Ray Dalio IVV ($627.25) 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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