Truepoint, Inc. IVV Holdings History
Truepoint, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Truepoint, Inc. held 626,901.00 shares of iShares Core S&P 500 ETF(IVV), totaling $352.26 Mil. This investment constitutes 9.55% of their stock portfolio, and Truepoint, Inc. now holds 0.06% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then Truepoint, Inc. has made 17 purchases of IVV, at an average price of $423.20, for a total of 685,443.00 shares. In addition, there have been 19 sales at an average price of $385.76 for 58,542.00 shares. Based on historical transaction data and IVV's current price of $630.67, Truepoint, Inc.'s estimated gain on his IVV holdings is $127.87 Mil, reflecting a 44.08% gain to date.
Truepoint, Inc. IVV ($630.67) Holding Chart
Truepoint, Inc. 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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