Clearstead Trust, LLC IVV Holdings History

Number of Shares
16,333.00
Current Holdings Value*
$9.18 Mil
% of Portfolio
2.04%
Total Estimate Gain
$4.94 Mil
% of Total Estimate Gain
22.17%

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 $627.03, Clearstead Trust, LLC's estimated gain on his IVV holdings is $4.94 Mil, reflecting a 22.17% gain to date.

Clearstead Trust, LLC IVV ($627.03) Holding Chart

Clearstead Trust, LLC IVV ($627.03) 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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