Xulu, Inc. IVV Holdings History
Number of Shares
162,751.00
Current Holdings Value*
$31.36 Mil
% of Portfolio
8.98%
Total Estimate Gain
$69.33 Mil
% of Total Estimate Gain
207.04%
Xulu, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2015-09-30, Xulu, Inc. held 162,751.00 shares of iShares Core S&P 500 ETF(IVV), totaling $31.36 Mil. This investment constitutes 8.98% of their stock portfolio, and Xulu, Inc. now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q1. And since then Xulu, Inc. has made 2 purchases of IVV, at an average price of $205.75, for a total of 162,751.00 shares. Based on historical transaction data and IVV's current price of $631.74, Xulu, Inc.'s estimated gain on his IVV holdings is $69.33 Mil, reflecting a 207.04% gain to date.
Xulu, Inc. IVV ($631.74) Holding Chart
Xulu, Inc. IVV ($631.74) 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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