Number of Shares
412.00
Current Holdings Value*
$231,500.00
% of Portfolio
0.09%
Total Estimate Gain
$25.03 Mil
% of Total Estimate Gain
26.91%

STRATEGIC INVESTMENT MANAGEMENT, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, STRATEGIC INVESTMENT MANAGEMENT, LLC held 412.00 shares of iShares Core S&P 500 ETF(IVV), totaling $231,500.00. This investment constitutes 0.09% of their stock portfolio, and STRATEGIC INVESTMENT MANAGEMENT, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2014Q4. And since then STRATEGIC INVESTMENT MANAGEMENT, LLC has made 5 purchases of IVV, at an average price of $363.57, for a total of 255,810.00 shares. In addition, there have been 11 sales at an average price of $461.15 for 255,398.00 shares. Based on historical transaction data and IVV's current price of $631.73, STRATEGIC INVESTMENT MANAGEMENT, LLC's estimated gain on his IVV holdings is $25.03 Mil, reflecting a 26.91% gain to date.

STRATEGIC INVESTMENT MANAGEMENT, LLC IVV ($631.73) Holding Chart

STRATEGIC INVESTMENT MANAGEMENT, LLC IVV ($631.73) 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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