Veritable, L.P. IVV Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$307.34 Mil
% of Total Estimate Gain
86.86%

Veritable, L.P.'s iShares Core S&P 500 ETF Holding Summary

As of 2023-09-30, Veritable, L.P. held - shares of iShares Core S&P 500 ETF(IVV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Veritable, L.P. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2012Q4. And since then Veritable, L.P. has made 30 purchases of IVV, at an average price of $227.05, for a total of 1.56 Mil shares. In addition, there have been 12 sales at an average price of $424.26 for 1.56 Mil shares. Based on historical transaction data and IVV's current price of $628.17, Veritable, L.P.'s estimated gain on his IVV holdings is $307.34 Mil, reflecting a 86.86% gain to date.

Veritable, L.P. IVV ($628.17) Holding Chart

Veritable, L.P. IVV ($628.17) 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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