ATLAS CAPITAL ADVISORS INC. IVV Holdings History
ATLAS CAPITAL ADVISORS INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, ATLAS CAPITAL ADVISORS INC. held 12,507.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.03 Mil. This investment constitutes 0.89% of their stock portfolio, and ATLAS CAPITAL ADVISORS 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 ATLAS CAPITAL ADVISORS INC. has made 12 purchases of IVV, at an average price of $549.16, for a total of 14,525.00 shares. In addition, there have been 9 sales at an average price of $418.28 for 2,018.00 shares. Based on historical transaction data and IVV's current price of $598.62, ATLAS CAPITAL ADVISORS INC.'s estimated gain on his IVV holdings is $354,413.09, reflecting a 4.44% gain to date.
ATLAS CAPITAL ADVISORS INC. IVV ($598.62) Holding Chart
ATLAS CAPITAL ADVISORS INC. IVV ($598.62) 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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