Vestmark Advisory Solutions, Inc. IVV Holdings History
Vestmark Advisory Solutions, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Vestmark Advisory Solutions, Inc. held 80,545.00 shares of iShares Core S&P 500 ETF(IVV), totaling $45.26 Mil. This investment constitutes 1.17% of their stock portfolio, and Vestmark Advisory Solutions, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q1. And since then Vestmark Advisory Solutions, Inc. has made 18 purchases of IVV, at an average price of $490.36, for a total of 127,094.00 shares. In addition, there have been 6 sales at an average price of $438.73 for 46,549.00 shares. Based on historical transaction data and IVV's current price of $630.67, Vestmark Advisory Solutions, Inc.'s estimated gain on his IVV holdings is $8.90 Mil, reflecting a 14.28% gain to date.
Vestmark Advisory Solutions, Inc. IVV ($630.67) Holding Chart
Vestmark Advisory Solutions, 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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