CROWLEY WEALTH MANAGEMENT, INC. IVV Holdings History
CROWLEY WEALTH MANAGEMENT, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, CROWLEY WEALTH MANAGEMENT, INC. held 446.00 shares of iShares Core S&P 500 ETF(IVV), totaling $276,920.00. This investment constitutes 0.25% of their stock portfolio, and CROWLEY WEALTH MANAGEMENT, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then CROWLEY WEALTH MANAGEMENT, INC. has made 1 purchases of IVV, at an average price of $580.78, for a total of 446.00 shares. Based on historical transaction data and IVV's current price of $630.67, CROWLEY WEALTH MANAGEMENT, INC.'s estimated gain on his IVV holdings is $22,251.44, reflecting a 8.59% gain to date.
CROWLEY WEALTH MANAGEMENT, INC. IVV ($630.67) Holding Chart
CROWLEY WEALTH MANAGEMENT, INC. IVV ($630.67) 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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