Carl P. Sherr & Co., LLC IVW Holdings History
Carl P. Sherr & Co., LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Carl P. Sherr & Co., LLC held 143,694.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $13.34 Mil. This investment constitutes 7.3% of their stock portfolio, and Carl P. Sherr & Co., LLC now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2019Q4. And since then Carl P. Sherr & Co., LLC has made 9 purchases of IVW, at an average price of $51.17, for a total of 183,910.00 shares. In addition, there have been 12 sales at an average price of $76.91 for 40,216.00 shares. Based on historical transaction data and IVW's current price of $112.31, Carl P. Sherr & Co., LLC's estimated gain on his IVW holdings is $9.82 Mil, reflecting a 104.34% gain to date.
Carl P. Sherr & Co., LLC IVW ($112.31) Holding Chart
Carl P. Sherr & Co., LLC IVW ($112.31) 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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