ASPIRIANT, LLC IVV Holdings History
ASPIRIANT, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, ASPIRIANT, LLC held 583,935.00 shares of iShares Core S&P 500 ETF(IVV), totaling $328.11 Mil. This investment constitutes 11.39% of their stock portfolio, and ASPIRIANT, LLC now holds 0.06% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then ASPIRIANT, LLC has made 16 purchases of IVV, at an average price of $332.84, for a total of 1.15 Mil shares. In addition, there have been 20 sales at an average price of $242.24 for 570,869.00 shares. Based on historical transaction data and IVV's current price of $636.22, ASPIRIANT, LLC's estimated gain on his IVV holdings is $125.43 Mil, reflecting a 32.63% gain to date.
ASPIRIANT, LLC IVV ($636.22) Holding Chart
ASPIRIANT, LLC IVV ($636.22) 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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