Carmichael Hill & Associates, Inc. IVV Holdings History
Carmichael Hill & Associates, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2024-09-30, Carmichael Hill & Associates, Inc. held 6,804.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.92 Mil. This investment constitutes 1.39% of their stock portfolio, and Carmichael Hill & Associates, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Carmichael Hill & Associates, Inc. has made 13 purchases of IVV, at an average price of $395.85, for a total of 7,459.00 shares. In addition, there have been 8 sales at an average price of $407.56 for 655.00 shares. Based on historical transaction data and IVV's current price of $639.03, Carmichael Hill & Associates, Inc.'s estimated gain on his IVV holdings is $1.66 Mil, reflecting a 56.30% gain to date.
Carmichael Hill & Associates, Inc. IVV ($639.03) Holding Chart
Carmichael Hill & Associates, Inc. IVV ($639.03) 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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