Summit Asset Management, LLC IVV Holdings History
Summit Asset Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Summit Asset Management, LLC held 30,073.00 shares of iShares Core S&P 500 ETF(IVV), totaling $16.90 Mil. This investment constitutes 2.92% of their stock portfolio, and Summit Asset Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then Summit Asset Management, LLC has made 16 purchases of IVV, at an average price of $471.58, for a total of 32,168.00 shares. In addition, there have been 15 sales at an average price of $283.43 for 2,095.00 shares. Based on historical transaction data and IVV's current price of $630.67, Summit Asset Management, LLC's estimated gain on his IVV holdings is $4.39 Mil, reflecting a 28.94% gain to date.
Summit Asset Management, LLC IVV ($630.67) Holding Chart
Summit Asset Management, 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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