U.S. LargeCap Buffer April Account IVV Holdings History
U.S. LargeCap Buffer April Account's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, U.S. LargeCap Buffer April Account held 32,218.00 shares of iShares Core S&P 500 ETF(IVV), totaling $18.10 Mil. This investment constitutes 49.94% of their stock portfolio, and U.S. LargeCap Buffer April Account now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q2. And since then U.S. LargeCap Buffer April Account has made 2 purchases of IVV, at an average price of $475.66, for a total of 135,474.00 shares. In addition, there have been 5 sales at an average price of $517.07 for 103,256.00 shares. Based on historical transaction data and IVV's current price of $631.74, U.S. LargeCap Buffer April Account's estimated gain on his IVV holdings is $9.30 Mil, reflecting a 14.44% gain to date.
U.S. LargeCap Buffer April Account IVV ($631.74) Holding Chart
U.S. LargeCap Buffer April Account IVV ($631.74) 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 % | |||
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