Jvl Associates Llc IVV Holdings History

Number of Shares
16,319.00
Current Holdings Value*
$9.17 Mil
% of Portfolio
3.7%
Total Estimate Gain
$6.03 Mil
% of Total Estimate Gain
109.63%

jvl associates llc's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, jvl associates llc held 16,319.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.17 Mil. This investment constitutes 3.7% of their stock portfolio, and jvl associates llc now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q2. And since then jvl associates llc has made 7 purchases of IVV, at an average price of $288.03, for a total of 19,082.00 shares. In addition, there have been 8 sales at an average price of $465.17 for 2,763.00 shares. Based on historical transaction data and IVV's current price of $627.25, jvl associates llc's estimated gain on his IVV holdings is $6.03 Mil, reflecting a 109.63% gain to date.

jvl associates llc IVV ($627.25) Holding Chart

jvl associates llc IVV ($627.25) 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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