Clearstead Advisors, LLC IVV Holdings History
Clearstead Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Clearstead Advisors, LLC held 441,479.00 shares of iShares Core S&P 500 ETF(IVV), totaling $248.07 Mil. This investment constitutes 3.85% of their stock portfolio, and Clearstead Advisors, LLC now holds 0.04% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Clearstead Advisors, LLC has made 16 purchases of IVV, at an average price of $481.18, for a total of 527,436.00 shares. In addition, there have been 12 sales at an average price of $425.12 for 85,957.00 shares. Based on historical transaction data and IVV's current price of $624.99, Clearstead Advisors, LLC's estimated gain on his IVV holdings is $58.67 Mil, reflecting a 23.12% gain to date.
Clearstead Advisors, LLC IVV ($624.99) Holding Chart
Clearstead Advisors, LLC IVV ($624.99) 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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