Number of Shares
42,903.00
Current Holdings Value*
$24.11 Mil
% of Portfolio
4.64%
Total Estimate Gain
$10.93 Mil
% of Total Estimate Gain
63.33%

Aspen Grove Capital, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Aspen Grove Capital, LLC held 42,903.00 shares of iShares Core S&P 500 ETF(IVV), totaling $24.11 Mil. This investment constitutes 4.64% of their stock portfolio, and Aspen Grove Capital, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2022Q4. And since then Aspen Grove Capital, LLC has made 1 purchases of IVV, at an average price of $384.98, for a total of 44,838.00 shares. In addition, there have been 2 sales at an average price of $587.06 for 1,935.00 shares. Based on historical transaction data and IVV's current price of $630.67, Aspen Grove Capital, LLC's estimated gain on his IVV holdings is $10.93 Mil, reflecting a 63.33% gain to date.

Aspen Grove Capital, LLC IVV ($630.67) Holding Chart

Aspen Grove Capital, LLC IVV ($630.67) 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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