Number of Shares
19,395.00
Current Holdings Value*
$10.90 Mil
% of Portfolio
5.79%
Total Estimate Gain
$5.80 Mil
% of Total Estimate Gain
55.71%

Granite Harbor Advisors, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Granite Harbor Advisors, Inc. held 19,395.00 shares of iShares Core S&P 500 ETF(IVV), totaling $10.90 Mil. This investment constitutes 5.79% of their stock portfolio, and Granite Harbor Advisors, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2022Q4. And since then Granite Harbor Advisors, Inc. has made 3 purchases of IVV, at an average price of $387.69, for a total of 26,841.00 shares. In addition, there have been 6 sales at an average price of $533.26 for 7,446.00 shares. Based on historical transaction data and IVV's current price of $630.67, Granite Harbor Advisors, Inc.'s estimated gain on his IVV holdings is $5.80 Mil, reflecting a 55.71% gain to date.

Granite Harbor Advisors, Inc. IVV ($630.67) Holding Chart

Granite Harbor Advisors, 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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