Tortoise Investment Management, LLC IVV Holdings History
Tortoise Investment Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Tortoise Investment Management, LLC held 149,086.00 shares of iShares Core S&P 500 ETF(IVV), totaling $83.77 Mil. This investment constitutes 8.72% of their stock portfolio, and Tortoise Investment Management, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2012Q4. And since then Tortoise Investment Management, LLC has made 23 purchases of IVV, at an average price of $199.64, for a total of 263,073.00 shares. In addition, there have been 26 sales at an average price of $331.24 for 113,987.00 shares. Based on historical transaction data and IVV's current price of $630.67, Tortoise Investment Management, LLC's estimated gain on his IVV holdings is $79.26 Mil, reflecting a 150.92% gain to date.
Tortoise Investment Management, LLC IVV ($630.67) Holding Chart
Tortoise Investment 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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