LODESTAR PRIVATE ASSET MANAGEMENT LLC IVV Holdings History
LODESTAR PRIVATE ASSET MANAGEMENT LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, LODESTAR PRIVATE ASSET MANAGEMENT LLC held 120,798.00 shares of iShares Core S&P 500 ETF(IVV), totaling $67.88 Mil. This investment constitutes 8.53% of their stock portfolio, and LODESTAR PRIVATE ASSET MANAGEMENT LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then LODESTAR PRIVATE ASSET MANAGEMENT LLC has made 8 purchases of IVV, at an average price of $407.67, for a total of 120,987.00 shares. In addition, there have been 1 sales at an average price of $500.36 for 189.00 shares. Based on historical transaction data and IVV's current price of $614.76, LODESTAR PRIVATE ASSET MANAGEMENT LLC's estimated gain on his IVV holdings is $25.03 Mil, reflecting a 50.76% gain to date.
LODESTAR PRIVATE ASSET MANAGEMENT LLC IVV ($614.76) Holding Chart
LODESTAR PRIVATE ASSET MANAGEMENT LLC IVV ($614.76) 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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