Number of Shares
48,517.00
Current Holdings Value*
$27.26 Mil
% of Portfolio
4.05%
Total Estimate Gain
$6.56 Mil
% of Total Estimate Gain
15.49%

PATTON ALBERTSON MILLER GROUP, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, PATTON ALBERTSON MILLER GROUP, LLC held 48,517.00 shares of iShares Core S&P 500 ETF(IVV), totaling $27.26 Mil. This investment constitutes 4.05% of their stock portfolio, and PATTON ALBERTSON MILLER GROUP, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2015Q1. And since then PATTON ALBERTSON MILLER GROUP, LLC has made 15 purchases of IVV, at an average price of $440.12, for a total of 96,223.00 shares. In addition, there have been 18 sales at an average price of $386.39 for 47,706.00 shares. Based on historical transaction data and IVV's current price of $628.17, PATTON ALBERTSON MILLER GROUP, LLC's estimated gain on his IVV holdings is $6.56 Mil, reflecting a 15.49% gain to date.

PATTON ALBERTSON MILLER GROUP, LLC IVV ($628.17) Holding Chart

PATTON ALBERTSON MILLER GROUP, LLC IVV ($628.17) 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