RiverPoint Capital Management, LLC IVV Holdings History
Number of Shares
228,712.00
Current Holdings Value*
$66.95 Mil
% of Portfolio
3.69%
Total Estimate Gain
$90.91 Mil
% of Total Estimate Gain
172.57%
RiverPoint Capital Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2018-09-30, RiverPoint Capital Management, LLC held 228,712.00 shares of iShares Core S&P 500 ETF(IVV), totaling $66.95 Mil. This investment constitutes 3.69% of their stock portfolio, and RiverPoint Capital Management, LLC now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q4. And since then RiverPoint Capital Management, LLC has made 4 purchases of IVV, at an average price of $226.48, for a total of 232,607.00 shares. Based on historical transaction data and IVV's current price of $623.83, RiverPoint Capital Management, LLC's estimated gain on his IVV holdings is $90.91 Mil, reflecting a 172.57% gain to date.
RiverPoint Capital Management, LLC IVV ($623.83) Holding Chart
RiverPoint Capital Management, LLC 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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