High Falls Advisors, Inc IVV Holdings History
High Falls Advisors, Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, High Falls Advisors, Inc held 105,287.00 shares of iShares Core S&P 500 ETF(IVV), totaling $59.16 Mil. This investment constitutes 13.89% of their stock portfolio, and High Falls Advisors, Inc now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then High Falls Advisors, Inc has made 20 purchases of IVV, at an average price of $402.08, for a total of 224,805.00 shares. In addition, there have been 8 sales at an average price of $523.57 for 119,518.00 shares. Based on historical transaction data and IVV's current price of $623.44, High Falls Advisors, Inc's estimated gain on his IVV holdings is $37.83 Mil, reflecting a 41.85% gain to date.
High Falls Advisors, Inc IVV ($623.44) Holding Chart
High Falls Advisors, Inc IVV ($623.44) 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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