Number of Shares
187,032.00
Current Holdings Value*
$48.33 Mil
% of Portfolio
22.1%
Total Estimate Gain
$85.42 Mil
% of Total Estimate Gain
190.61%

Stratford Consulting, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2020-03-31, Stratford Consulting, LLC held 187,032.00 shares of iShares Core S&P 500 ETF(IVV), totaling $48.33 Mil. This investment constitutes 22.1% of their stock portfolio, and Stratford Consulting, LLC now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2013Q4. And since then Stratford Consulting, LLC has made 11 purchases of IVV, at an average price of $195.21, for a total of 229,575.00 shares. In addition, there have been 7 sales at an average price of $288.73 for 42,543.00 shares. Based on historical transaction data and IVV's current price of $630.67, Stratford Consulting, LLC's estimated gain on his IVV holdings is $85.42 Mil, reflecting a 190.61% gain to date.

Stratford Consulting, LLC IVV ($630.67) Holding Chart

Stratford Consulting, LLC IVV ($630.67) 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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