Shulman DeMeo Asset Management LLC IVV Holdings History
Shulman DeMeo Asset Management LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Shulman DeMeo Asset Management LLC held 19,413.00 shares of iShares Core S&P 500 ETF(IVV), totaling $12.05 Mil. This investment constitutes 2.98% of their stock portfolio, and Shulman DeMeo Asset Management LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q1. And since then Shulman DeMeo Asset Management LLC has made 16 purchases of IVV, at an average price of $358.66, for a total of 43,842.00 shares. In addition, there have been 9 sales at an average price of $413.31 for 24,429.00 shares. Based on historical transaction data and IVV's current price of $637.33, Shulman DeMeo Asset Management LLC's estimated gain on his IVV holdings is $6.74 Mil, reflecting a 42.90% gain to date.
Shulman DeMeo Asset Management LLC IVV ($637.33) Holding Chart
Shulman DeMeo Asset Management LLC IVV ($637.33) 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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