WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC IVV Holdings History
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-03-31, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 350,079.00 shares of iShares Core S&P 500 ETF(IVV), totaling $184.05 Mil. This investment constitutes 5.15% of their stock portfolio, and WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC now holds -% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC has made 15 purchases of IVV, at an average price of $202.47, for a total of 564,739.00 shares. In addition, there have been 18 sales at an average price of $330.68 for 214,660.00 shares. Based on historical transaction data and IVV's current price of $631.74, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's estimated gain on his IVV holdings is $177.80 Mil, reflecting a 155.50% gain to date.
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC IVV ($631.74) Holding Chart
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC IVV ($631.74) 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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