Lineweaver Wealth Advisors, LLC IVV Holdings History
Lineweaver Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Lineweaver Wealth Advisors, LLC held 96,608.00 shares of iShares Core S&P 500 ETF(IVV), totaling $59.98 Mil. This investment constitutes 9.48% of their stock portfolio, and Lineweaver Wealth Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Lineweaver Wealth Advisors, LLC has made 13 purchases of IVV, at an average price of $370.73, for a total of 141,162.00 shares. In addition, there have been 9 sales at an average price of $512.93 for 44,554.00 shares. Based on historical transaction data and IVV's current price of $627.74, Lineweaver Wealth Advisors, LLC's estimated gain on his IVV holdings is $31.17 Mil, reflecting a 59.55% gain to date.
Lineweaver Wealth Advisors, LLC IVV ($627.74) Holding Chart
Lineweaver Wealth Advisors, LLC IVV ($627.74) 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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