CAMELOT TECHNOLOGY ADVISORS, INC. IVV Holdings History
CAMELOT TECHNOLOGY ADVISORS, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, CAMELOT TECHNOLOGY ADVISORS, INC. held 57,336.00 shares of iShares Core S&P 500 ETF(IVV), totaling $32.22 Mil. This investment constitutes 29.12% of their stock portfolio, and CAMELOT TECHNOLOGY ADVISORS, INC. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then CAMELOT TECHNOLOGY ADVISORS, INC. has made 3 purchases of IVV, at an average price of $455.47, for a total of 57,669.00 shares. In addition, there have been 2 sales at an average price of $579.44 for 333.00 shares. Based on historical transaction data and IVV's current price of $613.99, CAMELOT TECHNOLOGY ADVISORS, INC.'s estimated gain on his IVV holdings is $9.13 Mil, reflecting a 34.76% gain to date.
CAMELOT TECHNOLOGY ADVISORS, INC. IVV ($613.99) Holding Chart
CAMELOT TECHNOLOGY ADVISORS, INC. IVV ($613.99) 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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