LOWE BROCKENBROUGH & CO INC IVV Holdings History
LOWE BROCKENBROUGH & CO INC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, LOWE BROCKENBROUGH & CO INC held 249,484.00 shares of iShares Core S&P 500 ETF(IVV), totaling $140.19 Mil. This investment constitutes 9.23% of their stock portfolio, and LOWE BROCKENBROUGH & CO INC now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q3. And since then LOWE BROCKENBROUGH & CO INC has made 12 purchases of IVV, at an average price of $482.19, for a total of 260,816.00 shares. In addition, there have been 3 sales at an average price of $394.26 for 11,332.00 shares. Based on historical transaction data and IVV's current price of $623.83, LOWE BROCKENBROUGH & CO INC's estimated gain on his IVV holdings is $34.34 Mil, reflecting a 27.31% gain to date.
LOWE BROCKENBROUGH & CO INC IVV ($623.83) Holding Chart
LOWE BROCKENBROUGH & CO INC IVV ($623.83) 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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