Jvl Associates Llc IVV Holdings History
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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