Hoese & Co LLP IVV Holdings History
Hoese & Co LLP's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Hoese & Co LLP held 33,961.00 shares of iShares Core S&P 500 ETF(IVV), totaling $19.08 Mil. This investment constitutes 16.55% of their stock portfolio, and Hoese & Co LLP now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Hoese & Co LLP has made 7 purchases of IVV, at an average price of $357.38, for a total of 46,130.00 shares. In addition, there have been 10 sales at an average price of $438.71 for 12,169.00 shares. Based on historical transaction data and IVV's current price of $628.17, Hoese & Co LLP's estimated gain on his IVV holdings is $10.19 Mil, reflecting a 61.79% gain to date.
Hoese & Co LLP IVV ($628.17) Holding Chart
Hoese & Co LLP IVV ($628.17) 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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