Sherman Asset Management, Inc. IVV Holdings History
Sherman Asset Management, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Sherman Asset Management, Inc. held 34,633.00 shares of iShares Core S&P 500 ETF(IVV), totaling $19.46 Mil. This investment constitutes 18.59% of their stock portfolio, and Sherman Asset Management, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then Sherman Asset Management, Inc. has made 1 purchases of IVV, at an average price of $592.17, for a total of 34,633.00 shares. Based on historical transaction data and IVV's current price of $629.42, Sherman Asset Management, Inc.'s estimated gain on his IVV holdings is $1.29 Mil, reflecting a 6.29% gain to date.
Sherman Asset Management, Inc. IVV ($629.42) Holding Chart
Sherman Asset Management, Inc. IVV ($629.42) 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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