CHAPIN DAVIS, INC. IVV Holdings History
CHAPIN DAVIS, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, CHAPIN DAVIS, INC. held 15,627.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.70 Mil. This investment constitutes 2.68% of their stock portfolio, and CHAPIN DAVIS, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then CHAPIN DAVIS, INC. has made 7 purchases of IVV, at an average price of $405.41, for a total of 16,276.00 shares. In addition, there have been 2 sales at an average price of $544.07 for 649.00 shares. Based on historical transaction data and IVV's current price of $630.93, CHAPIN DAVIS, INC.'s estimated gain on his IVV holdings is $3.61 Mil, reflecting a 54.77% gain to date.
CHAPIN DAVIS, INC. IVV ($630.93) Holding Chart
CHAPIN DAVIS, INC. IVV ($630.93) 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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