TAGStone Capital, Inc. IVV Holdings History
TAGStone Capital, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, TAGStone Capital, Inc. held 34,472.00 shares of iShares Core S&P 500 ETF(IVV), totaling $19.37 Mil. This investment constitutes 9.53% of their stock portfolio, and TAGStone Capital, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then TAGStone Capital, Inc. has made 8 purchases of IVV, at an average price of $459.15, for a total of 34,818.00 shares. In addition, there have been 5 sales at an average price of $512.04 for 346.00 shares. Based on historical transaction data and IVV's current price of $627.25, TAGStone Capital, Inc.'s estimated gain on his IVV holdings is $5.81 Mil, reflecting a 36.36% gain to date.
TAGStone Capital, Inc. IVV ($627.25) Holding Chart
TAGStone Capital, Inc. IVV ($627.25) 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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