Summit X, LLC IVV Holdings History
Summit X, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Summit X, LLC held 49,205.00 shares of iShares Core S&P 500 ETF(IVV), totaling $27.65 Mil. This investment constitutes 5.81% of their stock portfolio, and Summit X, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Summit X, LLC has made 16 purchases of IVV, at an average price of $373.43, for a total of 182,019.00 shares. In addition, there have been 12 sales at an average price of $465.52 for 132,814.00 shares. Based on historical transaction data and IVV's current price of $617.46, Summit X, LLC's estimated gain on his IVV holdings is $24.24 Mil, reflecting a 35.66% gain to date.
Summit X, LLC IVV ($617.46) Holding Chart
Summit X, LLC IVV ($617.46) 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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