MARINO, STRAM & ASSOCIATES LLC IVV Holdings History
MARINO, STRAM & ASSOCIATES LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, MARINO, STRAM & ASSOCIATES LLC held 85,682.00 shares of iShares Core S&P 500 ETF(IVV), totaling $53.20 Mil. This investment constitutes 10.73% of their stock portfolio, and MARINO, STRAM & ASSOCIATES 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 MARINO, STRAM & ASSOCIATES LLC has made 21 purchases of IVV, at an average price of $380.23, for a total of 162,135.00 shares. In addition, there have been 8 sales at an average price of $413.23 for 76,453.00 shares. Based on historical transaction data and IVV's current price of $630.67, MARINO, STRAM & ASSOCIATES LLC's estimated gain on his IVV holdings is $23.98 Mil, reflecting a 38.90% gain to date.
MARINO, STRAM & ASSOCIATES LLC IVV ($630.67) Holding Chart
MARINO, STRAM & ASSOCIATES LLC IVV ($630.67) 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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