Number of Shares
464,479.00
Current Holdings Value*
$260.99 Mil
% of Portfolio
16.52%
Total Estimate Gain
$80.56 Mil
% of Total Estimate Gain
24.79%

Sun Life Financial INC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Sun Life Financial INC held 464,479.00 shares of iShares Core S&P 500 ETF(IVV), totaling $260.99 Mil. This investment constitutes 16.52% of their stock portfolio, and Sun Life Financial INC now holds 0.05% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2014Q3. And since then Sun Life Financial INC has made 8 purchases of IVV, at an average price of $394.77, for a total of 823,304.00 shares. In addition, there have been 7 sales at an average price of $319.42 for 358,825.00 shares. Based on historical transaction data and IVV's current price of $626.44, Sun Life Financial INC's estimated gain on his IVV holdings is $80.56 Mil, reflecting a 24.79% gain to date.

Sun Life Financial INC IVV ($626.44) Holding Chart

Sun Life Financial INC IVV ($626.44) 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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