Greenhouse Wealth Management, LLC IVV Holdings History
Greenhouse Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Greenhouse Wealth Management, LLC held 22,560.00 shares of iShares Core S&P 500 ETF(IVV), totaling $14.01 Mil. This investment constitutes 9.02% of their stock portfolio, and Greenhouse Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Greenhouse Wealth Management, LLC has made 13 purchases of IVV, at an average price of $392.38, for a total of 25,012.00 shares. In addition, there have been 3 sales at an average price of $444.70 for 2,452.00 shares. Based on historical transaction data and IVV's current price of $637.70, Greenhouse Wealth Management, LLC's estimated gain on his IVV holdings is $5.66 Mil, reflecting a 57.70% gain to date.
Greenhouse Wealth Management, LLC IVV ($637.70) Holding Chart
Greenhouse Wealth Management, LLC IVV ($637.70) 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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