Bluesphere Advisors, LLC IVV Holdings History
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 % |
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