Verity Asset Management, Inc. IVV Holdings History
Verity Asset Management, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Verity Asset Management, Inc. held 20,580.00 shares of iShares Core S&P 500 ETF(IVV), totaling $11.56 Mil. This investment constitutes 4.7% of their stock portfolio, and Verity Asset Management, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Verity Asset Management, Inc. has made 14 purchases of IVV, at an average price of $392.94, for a total of 77,922.00 shares. In addition, there have been 9 sales at an average price of $399.46 for 57,342.00 shares. Based on historical transaction data and IVV's current price of $630.67, Verity Asset Management, Inc.'s estimated gain on his IVV holdings is $5.27 Mil, reflecting a 17.20% gain to date.
Verity Asset Management, Inc. IVV ($630.67) Holding Chart
Verity Asset Management, 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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