Ewing Morris & Co. Investment Partners Ltd. IVV Holdings History
Ewing Morris & Co. Investment Partners Ltd.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Ewing Morris & Co. Investment Partners Ltd. held 6,737.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.45 Mil. This investment constitutes 3.33% of their stock portfolio, and Ewing Morris & Co. Investment Partners Ltd. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then Ewing Morris & Co. Investment Partners Ltd. has made 2 purchases of IVV, at an average price of $591.83, for a total of 6,737.00 shares. Based on historical transaction data and IVV's current price of $630.67, Ewing Morris & Co. Investment Partners Ltd.'s estimated gain on his IVV holdings is $261,670.68, reflecting a 6.56% gain to date.
Ewing Morris & Co. Investment Partners Ltd. IVV ($630.67) Holding Chart
Ewing Morris & Co. Investment Partners Ltd. IVV ($630.67) 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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