Spectrum Management Group, LLC IVV Holdings History
Spectrum Management Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2022-09-30, Spectrum Management Group, LLC held 95,433.00 shares of iShares Core S&P 500 ETF(IVV), totaling $34.23 Mil. This investment constitutes 7.44% of their stock portfolio, and Spectrum Management Group, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q3. And since then Spectrum Management Group, LLC has made 8 purchases of IVV, at an average price of $350.87, for a total of 163,939.00 shares. In addition, there have been 5 sales at an average price of $340.81 for 68,506.00 shares. Based on historical transaction data and IVV's current price of $627.25, Spectrum Management Group, LLC's estimated gain on his IVV holdings is $25.69 Mil, reflecting a 44.66% gain to date.
Spectrum Management Group, LLC IVV ($627.25) Holding Chart
Spectrum Management Group, LLC IVV ($627.25) 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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