Number of Shares
36,274.00
Current Holdings Value*
$22.52 Mil
% of Portfolio
5.21%
Total Estimate Gain
$11.90 Mil
% of Total Estimate Gain
88.36%

PEDDOCK CAPITAL ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, PEDDOCK CAPITAL ADVISORS, LLC held 36,274.00 shares of iShares Core S&P 500 ETF(IVV), totaling $22.52 Mil. This investment constitutes 5.21% of their stock portfolio, and PEDDOCK CAPITAL ADVISORS, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2013Q4. And since then PEDDOCK CAPITAL ADVISORS, LLC has made 28 purchases of IVV, at an average price of $294.06, for a total of 45,799.00 shares. In addition, there have been 10 sales at an average price of $261.57 for 9,525.00 shares. Based on historical transaction data and IVV's current price of $630.67, PEDDOCK CAPITAL ADVISORS, LLC's estimated gain on his IVV holdings is $11.90 Mil, reflecting a 88.36% gain to date.

PEDDOCK CAPITAL ADVISORS, LLC IVV ($630.67) Holding Chart

PEDDOCK CAPITAL ADVISORS, LLC IVV ($630.67) 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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