St. Clair Advisors, LLC IVV Holdings History
St. Clair Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, St. Clair Advisors, LLC held 204,944.00 shares of iShares Core S&P 500 ETF(IVV), totaling $127.25 Mil. This investment constitutes 33.28% of their stock portfolio, and St. Clair Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then St. Clair Advisors, LLC has made 12 purchases of IVV, at an average price of $391.99, for a total of 226,521.00 shares. In addition, there have been 5 sales at an average price of $442.75 for 21,577.00 shares. Based on historical transaction data and IVV's current price of $627.62, St. Clair Advisors, LLC's estimated gain on his IVV holdings is $49.39 Mil, reflecting a 55.62% gain to date.
St. Clair Advisors, LLC IVV ($627.62) Holding Chart
St. Clair Advisors, LLC IVV ($627.62) 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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