Spotlight Asset Group, Inc. IVV Holdings History
Spotlight Asset Group, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2024-06-30, Spotlight Asset Group, Inc. held 20,120.00 shares of iShares Core S&P 500 ETF(IVV), totaling $11.01 Mil. This investment constitutes 8.05% of their stock portfolio, and Spotlight Asset Group, Inc. now holds -% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Spotlight Asset Group, Inc. has made 4 purchases of IVV, at an average price of $308.49, for a total of 89,217.00 shares. In addition, there have been 8 sales at an average price of $383.88 for 69,097.00 shares. Based on historical transaction data and IVV's current price of $623.33, Spotlight Asset Group, Inc.'s estimated gain on his IVV holdings is $11.54 Mil, reflecting a 41.94% gain to date.
Spotlight Asset Group, Inc. IVV ($623.33) Holding Chart
Spotlight Asset Group, Inc. IVV ($623.33) 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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