BARRETT & COMPANY, INC. IVV Holdings History
BARRETT & COMPANY, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, BARRETT & COMPANY, INC. held 12,331.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.93 Mil. This investment constitutes 2.98% of their stock portfolio, and BARRETT & COMPANY, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q3. And since then BARRETT & COMPANY, INC. has made 5 purchases of IVV, at an average price of $409.41, for a total of 13,106.00 shares. In addition, there have been 3 sales at an average price of $474.11 for 775.00 shares. Based on historical transaction data and IVV's current price of $626.61, BARRETT & COMPANY, INC.'s estimated gain on his IVV holdings is $2.73 Mil, reflecting a 50.85% gain to date.
BARRETT & COMPANY, INC. IVV ($626.61) Holding Chart
BARRETT & COMPANY, INC. IVV ($626.61) 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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