INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC IVV Holdings History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-06-30, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 20,413.00 shares of iShares Core S&P 500 ETF(IVV), totaling $11.17 Mil. This investment constitutes 1.71% of their stock portfolio, and INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC now holds -% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC has made 9 purchases of IVV, at an average price of $281.94, for a total of 51,464.00 shares. In addition, there have been 16 sales at an average price of $379.44 for 31,051.00 shares. Based on historical transaction data and IVV's current price of $631.74, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's estimated gain on his IVV holdings is $10.17 Mil, reflecting a 70.08% gain to date.
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC IVV ($631.74) Holding Chart
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC IVV ($631.74) 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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