GREENWOOD CAPITAL ASSOCIATES LLC IVV Holdings History
GREENWOOD CAPITAL ASSOCIATES LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, GREENWOOD CAPITAL ASSOCIATES LLC held 39,049.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.94 Mil. This investment constitutes 2.96% of their stock portfolio, and GREENWOOD CAPITAL ASSOCIATES LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q2. And since then GREENWOOD CAPITAL ASSOCIATES LLC has made 14 purchases of IVV, at an average price of $420.98, for a total of 143,596.00 shares. In addition, there have been 6 sales at an average price of $498.42 for 104,547.00 shares. Based on historical transaction data and IVV's current price of $614.76, GREENWOOD CAPITAL ASSOCIATES LLC's estimated gain on his IVV holdings is $15.66 Mil, reflecting a 25.91% gain to date.
GREENWOOD CAPITAL ASSOCIATES LLC IVV ($614.76) Holding Chart
GREENWOOD CAPITAL ASSOCIATES LLC IVV ($614.76) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
