SATOVSKY ASSET MANAGEMENT LLC IVV Holdings History
SATOVSKY ASSET MANAGEMENT LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, SATOVSKY ASSET MANAGEMENT LLC held 164,746.00 shares of iShares Core S&P 500 ETF(IVV), totaling $92.31 Mil. This investment constitutes 20.66% of their stock portfolio, and SATOVSKY ASSET MANAGEMENT LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q1. And since then SATOVSKY ASSET MANAGEMENT LLC has made 2 purchases of IVV, at an average price of $388.86, for a total of 215,920.00 shares. In addition, there have been 14 sales at an average price of $460.58 for 51,174.00 shares. Based on historical transaction data and IVV's current price of $637.58, SATOVSKY ASSET MANAGEMENT LLC's estimated gain on his IVV holdings is $44.65 Mil, reflecting a 53.17% gain to date.
SATOVSKY ASSET MANAGEMENT LLC IVV ($637.58) Holding Chart
SATOVSKY ASSET MANAGEMENT LLC IVV ($637.58) 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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