Number of Shares
88,668.00
Current Holdings Value*
$55.05 Mil
% of Portfolio
27.45%
Total Estimate Gain
$17.57 Mil
% of Total Estimate Gain
42.18%

Bluesphere Advisors, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, Bluesphere Advisors, LLC held 88,668.00 shares of iShares Core S&P 500 ETF(IVV), totaling $55.05 Mil. This investment constitutes 27.45% of their stock portfolio, and Bluesphere 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 Bluesphere Advisors, LLC has made 18 purchases of IVV, at an average price of $433.77, for a total of 96,023.00 shares. In addition, there have been 1 sales at an average price of $445.90 for 7,355.00 shares. Based on historical transaction data and IVV's current price of $630.93, Bluesphere Advisors, LLC's estimated gain on his IVV holdings is $17.57 Mil, reflecting a 42.18% gain to date.

Bluesphere Advisors, LLC IVV ($630.93) Holding Chart

Bluesphere Advisors, LLC IVV ($630.93) 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 %

Top Ranked Articles

  • 1