FinTrust Capital Advisors, LLC IVV Holdings History
FinTrust Capital Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-09-30, FinTrust Capital Advisors, LLC held 62,938.00 shares of iShares Core S&P 500 ETF(IVV), totaling $36.30 Mil. This investment constitutes 6.15% of their stock portfolio, and FinTrust Capital Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then FinTrust Capital Advisors, LLC has made 17 purchases of IVV, at an average price of $374.95, for a total of 69,556.00 shares. In addition, there have been 4 sales at an average price of $369.09 for 6,618.00 shares. Based on historical transaction data and IVV's current price of $630.67, FinTrust Capital Advisors, LLC's estimated gain on his IVV holdings is $16.06 Mil, reflecting a 61.56% gain to date.
FinTrust Capital Advisors, LLC IVV ($630.67) Holding Chart
FinTrust Capital Advisors, LLC 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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