CATALYST PRIVATE WEALTH, LLC IVV Holdings History
CATALYST PRIVATE WEALTH, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, CATALYST PRIVATE WEALTH, LLC held 45,061.00 shares of iShares Core S&P 500 ETF(IVV), totaling $27.98 Mil. This investment constitutes 12.45% of their stock portfolio, and CATALYST PRIVATE WEALTH, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q3. And since then CATALYST PRIVATE WEALTH, LLC has made 13 purchases of IVV, at an average price of $483.93, for a total of 65,299.00 shares. In addition, there have been 4 sales at an average price of $483.29 for 20,238.00 shares. Based on historical transaction data and IVV's current price of $630.93, CATALYST PRIVATE WEALTH, LLC's estimated gain on his IVV holdings is $6.61 Mil, reflecting a 20.92% gain to date.
CATALYST PRIVATE WEALTH, LLC IVV ($630.93) Holding Chart
CATALYST PRIVATE WEALTH, 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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