Astoria Strategic Wealth, Inc. IVV Holdings History
Astoria Strategic Wealth, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Astoria Strategic Wealth, Inc. held 11,770.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.61 Mil. This investment constitutes 1.94% of their stock portfolio, and Astoria Strategic Wealth, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Astoria Strategic Wealth, Inc. has made 11 purchases of IVV, at an average price of $463.65, for a total of 14,173.00 shares. In addition, there have been 3 sales at an average price of $427.85 for 2,403.00 shares. Based on historical transaction data and IVV's current price of $623.42, Astoria Strategic Wealth, Inc.'s estimated gain on his IVV holdings is $1.79 Mil, reflecting a 27.31% gain to date.
Astoria Strategic Wealth, Inc. IVV ($623.42) Holding Chart
Astoria Strategic Wealth, Inc. IVV ($623.42) 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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