TECTONIC ADVISORS LLC IVV Holdings History

Number of Shares
112,823.00
Current Holdings Value*
$63.39 Mil
% of Portfolio
3.96%
Total Estimate Gain
$23.32 Mil
% of Total Estimate Gain
49.08%

TECTONIC ADVISORS LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, TECTONIC ADVISORS LLC held 112,823.00 shares of iShares Core S&P 500 ETF(IVV), totaling $63.39 Mil. This investment constitutes 3.96% of their stock portfolio, and TECTONIC ADVISORS LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2020Q4. And since then TECTONIC ADVISORS LLC has made 15 purchases of IVV, at an average price of $421.04, for a total of 112,858.00 shares. In addition, there have been 1 sales at an average price of $447.60 for 35.00 shares. Based on historical transaction data and IVV's current price of $627.74, TECTONIC ADVISORS LLC's estimated gain on his IVV holdings is $23.32 Mil, reflecting a 49.08% gain to date.

TECTONIC ADVISORS LLC IVV ($627.74) Holding Chart

TECTONIC ADVISORS LLC IVV ($627.74) 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 %

Top Ranked Articles

  • 1