Lighthouse Financial LLC IVV Holdings History
Lighthouse Financial LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Lighthouse Financial LLC held 15,418.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.66 Mil. This investment constitutes 7.48% of their stock portfolio, and Lighthouse Financial LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $590.51 for 28.00 shares. Based on historical transaction data and IVV's current price of $631.73, Lighthouse Financial LLC's estimated gain on his IVV holdings is $608,962.84, reflecting a 6.66% gain to date.
Lighthouse Financial LLC IVV ($631.73) Holding Chart
Lighthouse Financial LLC IVV ($631.73) 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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