Tarbox Family Office, Inc. IVV Holdings History
Tarbox Family Office, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Tarbox Family Office, Inc. held 371,317.00 shares of iShares Core S&P 500 ETF(IVV), totaling $208.64 Mil. This investment constitutes 34.68% of their stock portfolio, and Tarbox Family Office, Inc. now holds 0.04% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then Tarbox Family Office, Inc. has made 23 purchases of IVV, at an average price of $282.70, for a total of 421,966.00 shares. In addition, there have been 13 sales at an average price of $450.26 for 50,649.00 shares. Based on historical transaction data and IVV's current price of $637.58, Tarbox Family Office, Inc.'s estimated gain on his IVV holdings is $140.26 Mil, reflecting a 117.58% gain to date.
Tarbox Family Office, Inc. IVV ($637.58) Holding Chart
Tarbox Family Office, Inc. IVV ($637.58) 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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