STEPHEN J. GARRY & ASSOCIATES, LLC IVV Holdings History
STEPHEN J. GARRY & ASSOCIATES, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, STEPHEN J. GARRY & ASSOCIATES, LLC held 8,002.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.50 Mil. This investment constitutes 4.2% of their stock portfolio, and STEPHEN J. GARRY & ASSOCIATES, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. In addition, there have been 2 sales at an average price of $575.55 for 312.00 shares. Based on historical transaction data and IVV's current price of $625.98, STEPHEN J. GARRY & ASSOCIATES, LLC's estimated gain on his IVV holdings is $1.45 Mil, reflecting a 38.89% gain to date.
STEPHEN J. GARRY & ASSOCIATES, LLC IVV ($625.98) Holding Chart
STEPHEN J. GARRY & ASSOCIATES, LLC IVV ($625.98) 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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