Number of Shares
46,074.00
Current Holdings Value*
$28.61 Mil
% of Portfolio
3.77%
Total Estimate Gain
$6.54 Mil
% of Total Estimate Gain
15.43%

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

As of 2025-06-30, PATTON ALBERTSON MILLER GROUP, LLC held 46,074.00 shares of iShares Core S&P 500 ETF(IVV), totaling $28.61 Mil. This investment constitutes 3.77% 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 19 sales at an average price of $395.53 for 50,149.00 shares. Based on historical transaction data and IVV's current price of $630.51, PATTON ALBERTSON MILLER GROUP, LLC's estimated gain on his IVV holdings is $6.54 Mil, reflecting a 15.43% gain to date.

PATTON ALBERTSON MILLER GROUP, LLC IVV ($630.51) Holding Chart

PATTON ALBERTSON MILLER GROUP, LLC IVV ($630.51) 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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