Aletheian Wealth Advisors LLC IVV Holdings History
Aletheian Wealth Advisors LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Aletheian Wealth Advisors LLC held 12,009.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.46 Mil. This investment constitutes 3.67% of their stock portfolio, and Aletheian Wealth Advisors LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q1. And since then Aletheian Wealth Advisors LLC has made 1 purchases of IVV, at an average price of $445.96, for a total of 19,886.00 shares. In addition, there have been 12 sales at an average price of $514.33 for 7,877.00 shares. Based on historical transaction data and IVV's current price of $626.44, Aletheian Wealth Advisors LLC's estimated gain on his IVV holdings is $2.71 Mil, reflecting a 30.51% gain to date.
Aletheian Wealth Advisors LLC IVV ($626.44) Holding Chart
Aletheian Wealth Advisors LLC IVV ($626.44) 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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