Richard Bernstein Advisors LLC IVOL Holdings History
Richard Bernstein Advisors LLC's Quadratic Interest Rate Volatility And Inflation Hedge ETF Holding Summary
As of 2025-03-31, Richard Bernstein Advisors LLC held 3.26 Mil shares of Quadratic Interest Rate Volatility And Inflation Hedge ETF(IVOL), totaling $60.91 Mil. This investment constitutes 1.47% of their stock portfolio, and Richard Bernstein Advisors LLC now holds 20.38% of the outstanding Quadratic Interest Rate Volatility And Inflation Hedge ETF(IVOL) stock.
The initial trade took place in 2021Q2. And since then Richard Bernstein Advisors LLC has made 4 purchases of IVOL, at an average price of $24.00, for a total of 8.67 Mil shares. In addition, there have been 7 sales at an average price of $25.02 for 5.41 Mil shares. Based on historical transaction data and IVOL's current price of $19.72, Richard Bernstein Advisors LLC's estimated gain on his IVOL holdings is $-8.44 Mil, reflecting a -4.06% gain to date.
Richard Bernstein Advisors LLC IVOL ($19.72) Holding Chart
Richard Bernstein Advisors LLC IVOL ($19.72) 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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