Patten Group, Inc. IVV Holdings History
Patten Group, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Patten Group, Inc. held 11,413.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.41 Mil. This investment constitutes 1.47% of their stock portfolio, and Patten Group, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q1. And since then Patten Group, Inc. has made 19 purchases of IVV, at an average price of $372.16, for a total of 18,424.00 shares. In addition, there have been 8 sales at an average price of $440.93 for 7,011.00 shares. Based on historical transaction data and IVV's current price of $609.96, Patten Group, Inc.'s estimated gain on his IVV holdings is $3.20 Mil, reflecting a 46.62% gain to date.
Patten Group, Inc. IVV ($609.96) Holding Chart
Patten Group, Inc. IVV ($609.96) 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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