BAR HARBOR WEALTH MANAGEMENT IVV Holdings History
BAR HARBOR WEALTH MANAGEMENT's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, BAR HARBOR WEALTH MANAGEMENT held 106,793.00 shares of iShares Core S&P 500 ETF(IVV), totaling $60.01 Mil. This investment constitutes 3.98% of their stock portfolio, and BAR HARBOR WEALTH MANAGEMENT now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then BAR HARBOR WEALTH MANAGEMENT has made 19 purchases of IVV, at an average price of $260.46, for a total of 169,105.00 shares. In addition, there have been 19 sales at an average price of $391.89 for 62,312.00 shares. Based on historical transaction data and IVV's current price of $624.37, BAR HARBOR WEALTH MANAGEMENT's estimated gain on his IVV holdings is $47.05 Mil, reflecting a 106.83% gain to date.
BAR HARBOR WEALTH MANAGEMENT IVV ($624.37) Holding Chart
BAR HARBOR WEALTH MANAGEMENT IVV ($624.37) 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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