Number of Shares
5,570.00
Current Holdings Value*
$3.13 Mil
% of Portfolio
1.8%
Total Estimate Gain
$1.47 Mil
% of Total Estimate Gain
55.60%

Koesten, Hirschmann & Crabtree, INC.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Koesten, Hirschmann & Crabtree, INC. held 5,570.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.13 Mil. This investment constitutes 1.8% of their stock portfolio, and Koesten, Hirschmann & Crabtree, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2022Q4. And since then Koesten, Hirschmann & Crabtree, INC. has made 2 purchases of IVV, at an average price of $387.93, for a total of 6,834.00 shares. In addition, there have been 5 sales at an average price of $516.77 for 1,264.00 shares. Based on historical transaction data and IVV's current price of $623.33, Koesten, Hirschmann & Crabtree, INC.'s estimated gain on his IVV holdings is $1.47 Mil, reflecting a 55.60% gain to date.

Koesten, Hirschmann & Crabtree, INC. IVV ($623.33) Holding Chart

Koesten, Hirschmann & Crabtree, INC. IVV ($623.33) 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 %

Top Ranked Articles

  • 1