Old Port Advisors IVV Holdings History
Old Port Advisors's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Old Port Advisors held 15,726.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.84 Mil. This investment constitutes 2.61% of their stock portfolio, and Old Port Advisors now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Old Port Advisors has made 13 purchases of IVV, at an average price of $452.46, for a total of 15,726.00 shares. Based on historical transaction data and IVV's current price of $624.25, Old Port Advisors's estimated gain on his IVV holdings is $2.70 Mil, reflecting a 37.97% gain to date.
Old Port Advisors IVV ($624.25) Holding Chart
Old Port Advisors IVV ($624.25) 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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