Carroll Financial Associates, Inc. IVV Holdings History
Carroll Financial Associates, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2021-12-31, Carroll Financial Associates, Inc. held 73,869.00 shares of iShares Core S&P 500 ETF(IVV), totaling $35.41 Mil. This investment constitutes 1.9% of their stock portfolio, and Carroll Financial Associates, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then Carroll Financial Associates, Inc. has made 18 purchases of IVV, at an average price of $270.87, for a total of 76,958.00 shares. In addition, there have been 6 sales at an average price of $304.69 for 3,089.00 shares. Based on historical transaction data and IVV's current price of $631.74, Carroll Financial Associates, Inc.'s estimated gain on his IVV holdings is $26.76 Mil, reflecting a 128.38% gain to date.
Carroll Financial Associates, Inc. IVV ($631.74) Holding Chart
Carroll Financial Associates, Inc. IVV ($631.74) 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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