Counterweight Ventures, LLC IVV Holdings History
Counterweight Ventures, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Counterweight Ventures, LLC held 3,919.00 shares of iShares Core S&P 500 ETF(IVV), totaling $2.20 Mil. This investment constitutes 1.58% of their stock portfolio, and Counterweight Ventures, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Counterweight Ventures, LLC has made 5 purchases of IVV, at an average price of $503.24, for a total of 3,919.00 shares. Based on historical transaction data and IVV's current price of $630.67, Counterweight Ventures, LLC's estimated gain on his IVV holdings is $499,393.12, reflecting a 25.32% gain to date.
Counterweight Ventures, LLC IVV ($630.67) Holding Chart
Counterweight Ventures, LLC IVV ($630.67) 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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