Number of Shares
194,485.00
Current Holdings Value*
$79.95 Mil
% of Portfolio
3.37%
Total Estimate Gain
$48.17 Mil
% of Total Estimate Gain
64.98%

Parsec Financial Management, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2023-03-31, Parsec Financial Management, Inc. held 194,485.00 shares of iShares Core S&P 500 ETF(IVV), totaling $79.95 Mil. This investment constitutes 3.37% of their stock portfolio, and Parsec Financial Management, Inc. now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2013Q4. And since then Parsec Financial Management, Inc. has made 20 purchases of IVV, at an average price of $378.50, for a total of 195,841.00 shares. In addition, there have been 9 sales at an average price of $254.48 for 1,356.00 shares. Based on historical transaction data and IVV's current price of $627.03, Parsec Financial Management, Inc.'s estimated gain on his IVV holdings is $48.17 Mil, reflecting a 64.98% gain to date.

Parsec Financial Management, Inc. IVV ($627.03) Holding Chart

Parsec Financial Management, Inc. IVV ($627.03) 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