Sovran Advisors, LLC IVV Holdings History

Number of Shares
41,013.00
Current Holdings Value*
$25.56 Mil
% of Portfolio
2.68%
Total Estimate Gain
$1.36 Mil
% of Total Estimate Gain
3.58%

Sovran Advisors, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, Sovran Advisors, LLC held 41,013.00 shares of iShares Core S&P 500 ETF(IVV), totaling $25.56 Mil. This investment constitutes 2.68% of their stock portfolio, and Sovran Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $577.15 for 23,055.00 shares. Based on historical transaction data and IVV's current price of $633.79, Sovran Advisors, LLC's estimated gain on his IVV holdings is $1.36 Mil, reflecting a 3.58% gain to date.

Sovran Advisors, LLC IVV ($633.79) Holding Chart

Sovran Advisors, LLC IVV ($633.79) 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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