SIMON QUICK ADVISORS, LLC IVV Holdings History
SIMON QUICK ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, SIMON QUICK ADVISORS, LLC held 112,729.00 shares of iShares Core S&P 500 ETF(IVV), totaling $63.34 Mil. This investment constitutes 3.6% of their stock portfolio, and SIMON QUICK ADVISORS, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then SIMON QUICK ADVISORS, LLC has made 18 purchases of IVV, at an average price of $429.05, for a total of 151,829.00 shares. In addition, there have been 10 sales at an average price of $364.92 for 39,100.00 shares. Based on historical transaction data and IVV's current price of $617.46, SIMON QUICK ADVISORS, LLC's estimated gain on his IVV holdings is $18.73 Mil, reflecting a 28.76% gain to date.
SIMON QUICK ADVISORS, LLC IVV ($617.46) Holding Chart
SIMON QUICK ADVISORS, LLC IVV ($617.46) 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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