Clearstead Trust, LLC IVV Holdings History
Clearstead Trust, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Clearstead Trust, LLC held 16,333.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.18 Mil. This investment constitutes 2.04% of their stock portfolio, and Clearstead Trust, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Clearstead Trust, LLC has made 18 purchases of IVV, at an average price of $388.85, for a total of 57,317.00 shares. In addition, there have been 9 sales at an average price of $414.49 for 40,984.00 shares. Based on historical transaction data and IVV's current price of $626.44, Clearstead Trust, LLC's estimated gain on his IVV holdings is $4.93 Mil, reflecting a 22.13% gain to date.
Clearstead Trust, LLC IVV ($626.44) Holding Chart
Clearstead Trust, LLC IVV ($626.44) 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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