Simplify Asset Management Inc. IVV Holdings History
Simplify Asset Management Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Simplify Asset Management Inc. held 1.20 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $676.19 Mil. This investment constitutes 25.33% of their stock portfolio, and Simplify Asset Management Inc. now holds 0.12% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Simplify Asset Management Inc. has made 10 purchases of IVV, at an average price of $461.98, for a total of 2.50 Mil shares. In addition, there have been 7 sales at an average price of $428.46 for 1.30 Mil shares. Based on historical transaction data and IVV's current price of $623.83, Simplify Asset Management Inc.'s estimated gain on his IVV holdings is $151.22 Mil, reflecting a 13.08% gain to date.
Simplify Asset Management Inc. IVV ($623.83) Holding Chart
Simplify Asset Management Inc. IVV ($623.83) 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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