MONTAG A & ASSOCIATES INC IVV Holdings History
MONTAG A & ASSOCIATES INC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, MONTAG A & ASSOCIATES INC held 227,933.00 shares of iShares Core S&P 500 ETF(IVV), totaling $128.08 Mil. This investment constitutes 6.41% of their stock portfolio, and MONTAG A & ASSOCIATES INC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then MONTAG A & ASSOCIATES INC has made 22 purchases of IVV, at an average price of $321.61, for a total of 382,233.00 shares. In addition, there have been 14 sales at an average price of $346.08 for 154,300.00 shares. Based on historical transaction data and IVV's current price of $634.07, MONTAG A & ASSOCIATES INC's estimated gain on his IVV holdings is $75.00 Mil, reflecting a 61.01% gain to date.
MONTAG A & ASSOCIATES INC IVV ($634.07) Holding Chart
MONTAG A & ASSOCIATES INC IVV ($634.07) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
