Relative Value Partners Group, LLC IVV Holdings History
Relative Value Partners Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-06-30, Relative Value Partners Group, LLC held 12,602.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.90 Mil. This investment constitutes 0.9% of their stock portfolio, and Relative Value Partners Group, LLC now holds -% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Relative Value Partners Group, LLC has made 17 purchases of IVV, at an average price of $401.26, for a total of 274,999.00 shares. In addition, there have been 8 sales at an average price of $464.97 for 262,397.00 shares. Based on historical transaction data and IVV's current price of $630.93, Relative Value Partners Group, LLC's estimated gain on his IVV holdings is $19.61 Mil, reflecting a 17.77% gain to date.
Relative Value Partners Group, LLC IVV ($630.93) Holding Chart
Relative Value Partners Group, LLC IVV ($630.93) 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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