SMITH, MOORE & CO. IVV Holdings History

Number of Shares
108,572.00
Current Holdings Value*
$61.01 Mil
% of Portfolio
5.65%
Total Estimate Gain
$31.37 Mil
% of Total Estimate Gain
83.19%

SMITH, MOORE & CO.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, SMITH, MOORE & CO. held 108,572.00 shares of iShares Core S&P 500 ETF(IVV), totaling $61.01 Mil. This investment constitutes 5.65% of their stock portfolio, and SMITH, MOORE & CO. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2014Q1. And since then SMITH, MOORE & CO. has made 26 purchases of IVV, at an average price of $312.92, for a total of 120,494.00 shares. In addition, there have been 10 sales at an average price of $302.94 for 11,922.00 shares. Based on historical transaction data and IVV's current price of $602.93, SMITH, MOORE & CO.'s estimated gain on his IVV holdings is $31.37 Mil, reflecting a 83.19% gain to date.

SMITH, MOORE & CO. IVV ($602.93) Holding Chart

SMITH, MOORE & CO. IVV ($602.93) 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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