Transcendent Capital Group LLC IVV Holdings History
Transcendent Capital Group LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Transcendent Capital Group LLC held 9,909.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.57 Mil. This investment constitutes 3.13% of their stock portfolio, and Transcendent Capital Group LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Transcendent Capital Group LLC has made 2 purchases of IVV, at an average price of $503.29, for a total of 25,571.00 shares. In addition, there have been 3 sales at an average price of $548.14 for 15,662.00 shares. Based on historical transaction data and IVV's current price of $631.89, Transcendent Capital Group LLC's estimated gain on his IVV holdings is $1.98 Mil, reflecting a 15.36% gain to date.
Transcendent Capital Group LLC IVV ($631.89) Holding Chart
Transcendent Capital Group LLC IVV ($631.89) 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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