BOSTON RESEARCH & MANAGEMENT INC IVV Holdings History
BOSTON RESEARCH & MANAGEMENT INC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, BOSTON RESEARCH & MANAGEMENT INC held 30,459.00 shares of iShares Core S&P 500 ETF(IVV), totaling $17.12 Mil. This investment constitutes 4.25% of their stock portfolio, and BOSTON RESEARCH & MANAGEMENT INC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then BOSTON RESEARCH & MANAGEMENT INC has made 19 purchases of IVV, at an average price of $254.63, for a total of 56,525.00 shares. In addition, there have been 17 sales at an average price of $325.07 for 26,066.00 shares. Based on historical transaction data and IVV's current price of $637.58, BOSTON RESEARCH & MANAGEMENT INC's estimated gain on his IVV holdings is $13.50 Mil, reflecting a 93.80% gain to date.
BOSTON RESEARCH & MANAGEMENT INC IVV ($637.58) Holding Chart
BOSTON RESEARCH & MANAGEMENT INC IVV ($637.58) 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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