GUNN & Co INVESTMENT MANAGEMENT, INC. IVV Holdings History
GUNN & Co INVESTMENT MANAGEMENT, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2024-09-30, GUNN & Co INVESTMENT MANAGEMENT, INC. held 4,104.00 shares of iShares Core S&P 500 ETF(IVV), totaling $2.37 Mil. This investment constitutes 1.63% of their stock portfolio, and GUNN & Co INVESTMENT MANAGEMENT, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q3. And since then GUNN & Co INVESTMENT MANAGEMENT, INC. has made 2 purchases of IVV, at an average price of $484.78, for a total of 171,150.00 shares. In addition, there have been 2 sales at an average price of $527.58 for 167,046.00 shares. Based on historical transaction data and IVV's current price of $617.46, GUNN & Co INVESTMENT MANAGEMENT, INC.'s estimated gain on his IVV holdings is $7.69 Mil, reflecting a 9.27% gain to date.
GUNN & Co INVESTMENT MANAGEMENT, INC. IVV ($617.46) Holding Chart
GUNN & Co INVESTMENT MANAGEMENT, INC. 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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