SYNTAX RESEARCH, INC. IVV Holdings History
SYNTAX RESEARCH, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, SYNTAX RESEARCH, INC. held 23,136.00 shares of iShares Core S&P 500 ETF(IVV), totaling $13.00 Mil. This investment constitutes 8.98% of their stock portfolio, and SYNTAX RESEARCH, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q3. And since then SYNTAX RESEARCH, INC. has made 3 purchases of IVV, at an average price of $464.90, for a total of 30,566.00 shares. In addition, there have been 3 sales at an average price of $474.62 for 7,430.00 shares. Based on historical transaction data and IVV's current price of $628.17, SYNTAX RESEARCH, INC.'s estimated gain on his IVV holdings is $3.85 Mil, reflecting a 27.09% gain to date.
SYNTAX RESEARCH, INC. IVV ($628.17) Holding Chart
SYNTAX RESEARCH, INC. IVV ($628.17) 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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