Strata Wealth Advisors, LLC IVV Holdings History
Strata Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Strata Wealth Advisors, LLC held 11,178.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.28 Mil. This investment constitutes 1.95% of their stock portfolio, and Strata Wealth Advisors, 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 Strata Wealth Advisors, LLC has made 3 purchases of IVV, at an average price of $421.11, for a total of 13,200.00 shares. In addition, there have been 5 sales at an average price of $558.70 for 2,022.00 shares. Based on historical transaction data and IVV's current price of $628.17, Strata Wealth Advisors, LLC's estimated gain on his IVV holdings is $2.59 Mil, reflecting a 46.64% gain to date.
Strata Wealth Advisors, LLC IVV ($628.17) Holding Chart
Strata Wealth Advisors, LLC IVV ($628.17) 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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