Aspen Wealth Strategies, LLC IVV Holdings History
Aspen Wealth Strategies, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Aspen Wealth Strategies, LLC held 31,671.00 shares of iShares Core S&P 500 ETF(IVV), totaling $17.80 Mil. This investment constitutes 11.66% of their stock portfolio, and Aspen Wealth Strategies, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q3. And since then Aspen Wealth Strategies, LLC has made 6 purchases of IVV, at an average price of $463.94, for a total of 32,850.00 shares. In addition, there have been 1 sales at an average price of $592.23 for 1,179.00 shares. Based on historical transaction data and IVV's current price of $630.67, Aspen Wealth Strategies, LLC's estimated gain on his IVV holdings is $5.43 Mil, reflecting a 35.64% gain to date.
Aspen Wealth Strategies, LLC IVV ($630.67) Holding Chart
Aspen Wealth Strategies, 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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