U.S. LargeCap Buffer October Account IVV Holdings History
U.S. LargeCap Buffer October Account's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, U.S. LargeCap Buffer October Account held 47,077.00 shares of iShares Core S&P 500 ETF(IVV), totaling $26.45 Mil. This investment constitutes 49.72% of their stock portfolio, and U.S. LargeCap Buffer October Account now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then U.S. LargeCap Buffer October Account has made 4 purchases of IVV, at an average price of $521.08, for a total of 92,501.00 shares. In addition, there have been 5 sales at an average price of $540.05 for 45,424.00 shares. Based on historical transaction data and IVV's current price of $629.80, U.S. LargeCap Buffer October Account's estimated gain on his IVV holdings is $5.98 Mil, reflecting a 12.41% gain to date.
U.S. LargeCap Buffer October Account IVV ($629.80) Holding Chart
U.S. LargeCap Buffer October Account IVV ($629.80) 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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