Curbstone Financial Management Corp IVV Holdings History
Curbstone Financial Management Corp's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Curbstone Financial Management Corp held 4,462.00 shares of iShares Core S&P 500 ETF(IVV), totaling $2.51 Mil. This investment constitutes 0.53% of their stock portfolio, and Curbstone Financial Management Corp now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q3. And since then Curbstone Financial Management Corp has made 6 purchases of IVV, at an average price of $490.94, for a total of 5,362.00 shares. In addition, there have been 1 sales at an average price of $590.51 for 900.00 shares. Based on historical transaction data and IVV's current price of $617.46, Curbstone Financial Management Corp's estimated gain on his IVV holdings is $654,132.22, reflecting a 24.85% gain to date.
Curbstone Financial Management Corp IVV ($617.46) Holding Chart
Curbstone Financial Management Corp IVV ($617.46) 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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