Colonial Trust Advisors IVV Holdings History
Colonial Trust Advisors's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Colonial Trust Advisors held 70,673.00 shares of iShares Core S&P 500 ETF(IVV), totaling $39.71 Mil. This investment constitutes 3.53% of their stock portfolio, and Colonial Trust Advisors now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then Colonial Trust Advisors has made 23 purchases of IVV, at an average price of $299.00, for a total of 116,392.00 shares. In addition, there have been 13 sales at an average price of $289.10 for 45,719.00 shares. Based on historical transaction data and IVV's current price of $626.44, Colonial Trust Advisors's estimated gain on his IVV holdings is $22.69 Mil, reflecting a 65.19% gain to date.
Colonial Trust Advisors IVV ($626.44) Holding Chart
Colonial Trust Advisors IVV ($626.44) 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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