Hoxton Planning & Management, LLC IVV Holdings History
Hoxton Planning & Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Hoxton Planning & Management, LLC held 78,464.00 shares of iShares Core S&P 500 ETF(IVV), totaling $44.09 Mil. This investment constitutes 16.82% of their stock portfolio, and Hoxton Planning & Management, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Hoxton Planning & Management, LLC has made 1 purchases of IVV, at an average price of $399.35, for a total of 111,928.00 shares. In addition, there have been 7 sales at an average price of $489.52 for 33,464.00 shares. Based on historical transaction data and IVV's current price of $618.99, Hoxton Planning & Management, LLC's estimated gain on his IVV holdings is $20.25 Mil, reflecting a 45.30% gain to date.
Hoxton Planning & Management, LLC IVV ($618.99) Holding Chart
Hoxton Planning & Management, LLC IVV ($618.99) 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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