U.S. LargeCap Buffer January Account IVV Holdings History
U.S. LargeCap Buffer January Account's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, U.S. LargeCap Buffer January Account held 65,245.00 shares of iShares Core S&P 500 ETF(IVV), totaling $36.66 Mil. This investment constitutes 49.1% of their stock portfolio, and U.S. LargeCap Buffer January Account now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q1. And since then U.S. LargeCap Buffer January Account has made 3 purchases of IVV, at an average price of $508.85, for a total of 147,477.00 shares. In addition, there have been 5 sales at an average price of $510.95 for 82,232.00 shares. Based on historical transaction data and IVV's current price of $627.57, U.S. LargeCap Buffer January Account's estimated gain on his IVV holdings is $7.92 Mil, reflecting a 10.55% gain to date.
U.S. LargeCap Buffer January Account IVV ($627.57) Holding Chart
U.S. LargeCap Buffer January Account IVV ($627.57) 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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