Palisades Hudson Asset Management, L.P. IVV Holdings History
Palisades Hudson Asset Management, L.P.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Palisades Hudson Asset Management, L.P. held 22,152.00 shares of iShares Core S&P 500 ETF(IVV), totaling $12.45 Mil. This investment constitutes 5.87% of their stock portfolio, and Palisades Hudson Asset Management, L.P. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then Palisades Hudson Asset Management, L.P. has made 5 purchases of IVV, at an average price of $194.75, for a total of 169,951.00 shares. In addition, there have been 32 sales at an average price of $276.40 for 147,799.00 shares. Based on historical transaction data and IVV's current price of $617.46, Palisades Hudson Asset Management, L.P.'s estimated gain on his IVV holdings is $21.43 Mil, reflecting a 64.75% gain to date.
Palisades Hudson Asset Management, L.P. IVV ($617.46) Holding Chart
Palisades Hudson Asset Management, L.P. IVV ($617.46) 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
