StoneX Group Inc. IVV Holdings History

Number of Shares
174,933.00
Current Holdings Value*
$98.30 Mil
% of Portfolio
6.22%
Total Estimate Gain
$35.37 Mil
% of Total Estimate Gain
32.63%

StoneX Group Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, StoneX Group Inc. held 174,933.00 shares of iShares Core S&P 500 ETF(IVV), totaling $98.30 Mil. This investment constitutes 6.22% of their stock portfolio, and StoneX Group Inc. now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q2. And since then StoneX Group Inc. has made 14 purchases of IVV, at an average price of $420.05, for a total of 258,067.00 shares. In addition, there have been 3 sales at an average price of $446.01 for 83,134.00 shares. Based on historical transaction data and IVV's current price of $609.89, StoneX Group Inc.'s estimated gain on his IVV holdings is $35.37 Mil, reflecting a 32.63% gain to date.

StoneX Group Inc. IVV ($609.89) Holding Chart

StoneX Group Inc. IVV ($609.89) 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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