GRIMES & COMPANY, INC. IVV Holdings History
GRIMES & COMPANY, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, GRIMES & COMPANY, INC. held 221,930.00 shares of iShares Core S&P 500 ETF(IVV), totaling $124.70 Mil. This investment constitutes 3.85% of their stock portfolio, and GRIMES & COMPANY, INC. now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q2. And since then GRIMES & COMPANY, INC. has made 22 purchases of IVV, at an average price of $315.14, for a total of 446,900.00 shares. In addition, there have been 11 sales at an average price of $361.63 for 224,970.00 shares. Based on historical transaction data and IVV's current price of $630.67, GRIMES & COMPANY, INC.'s estimated gain on his IVV holdings is $80.48 Mil, reflecting a 57.15% gain to date.
GRIMES & COMPANY, INC. IVV ($630.67) Holding Chart
GRIMES & COMPANY, INC. 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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