Invst, LLC IVV Holdings History
Invst, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Invst, LLC held 77,355.00 shares of iShares Core S&P 500 ETF(IVV), totaling $43.47 Mil. This investment constitutes 5.93% of their stock portfolio, and Invst, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Invst, LLC has made 20 purchases of IVV, at an average price of $393.61, for a total of 360,508.00 shares. In addition, there have been 8 sales at an average price of $480.84 for 283,153.00 shares. Based on historical transaction data and IVV's current price of $630.93, Invst, LLC's estimated gain on his IVV holdings is $43.06 Mil, reflecting a 30.34% gain to date.
Invst, LLC IVV ($630.93) Holding Chart
Invst, LLC IVV ($630.93) 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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