Winfield Associates, Inc. IVV Holdings History
Winfield Associates, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2022-03-31, Winfield Associates, Inc. held 19,701.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.94 Mil. This investment constitutes 3.23% of their stock portfolio, and Winfield Associates, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then Winfield Associates, Inc. has made 15 purchases of IVV, at an average price of $334.59, for a total of 30,679.00 shares. In addition, there have been 4 sales at an average price of $291.08 for 10,978.00 shares. Based on historical transaction data and IVV's current price of $635.88, Winfield Associates, Inc.'s estimated gain on his IVV holdings is $5.46 Mil, reflecting a 53.17% gain to date.
Winfield Associates, Inc. IVV ($635.88) Holding Chart
Winfield Associates, Inc. IVV ($635.88) 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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