HOWE & RUSLING INC IVV Holdings History
HOWE & RUSLING INC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, HOWE & RUSLING INC held 64,026.00 shares of iShares Core S&P 500 ETF(IVV), totaling $35.98 Mil. This investment constitutes 3.03% of their stock portfolio, and HOWE & RUSLING INC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then HOWE & RUSLING INC has made 22 purchases of IVV, at an average price of $387.52, for a total of 71,790.00 shares. In addition, there have been 7 sales at an average price of $365.19 for 7,764.00 shares. Based on historical transaction data and IVV's current price of $630.93, HOWE & RUSLING INC's estimated gain on his IVV holdings is $15.41 Mil, reflecting a 55.40% gain to date.
HOWE & RUSLING INC IVV ($630.93) Holding Chart
HOWE & RUSLING INC IVV ($630.93) 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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