Bellwether Advisors, LLC IVV Holdings History
Bellwether Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Bellwether Advisors, LLC held 57,553.00 shares of iShares Core S&P 500 ETF(IVV), totaling $32.33 Mil. This investment constitutes 6.75% of their stock portfolio, and Bellwether Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Bellwether Advisors, LLC has made 6 purchases of IVV, at an average price of $357.19, for a total of 88,834.00 shares. In addition, there have been 11 sales at an average price of $423.67 for 31,281.00 shares. Based on historical transaction data and IVV's current price of $628.69, Bellwether Advisors, LLC's estimated gain on his IVV holdings is $17.71 Mil, reflecting a 55.80% gain to date.
Bellwether Advisors, LLC IVV ($628.69) Holding Chart
Bellwether Advisors, LLC IVV ($628.69) 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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