Luken Investment Analytics, LLC IVV Holdings History
Luken Investment Analytics, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Luken Investment Analytics, LLC held 13,572.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.43 Mil. This investment constitutes 3.69% of their stock portfolio, and Luken Investment Analytics, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Luken Investment Analytics, LLC has made 5 purchases of IVV, at an average price of $423.68, for a total of 54,242.00 shares. In addition, there have been 6 sales at an average price of $450.25 for 40,670.00 shares. Based on historical transaction data and IVV's current price of $631.74, Luken Investment Analytics, LLC's estimated gain on his IVV holdings is $3.90 Mil, reflecting a 16.99% gain to date.
Luken Investment Analytics, LLC IVV ($631.74) Holding Chart
Luken Investment Analytics, LLC IVV ($631.74) 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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