Stratos Wealth Advisors, LLC IVV Holdings History
Stratos Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Stratos Wealth Advisors, LLC held 26,903.00 shares of iShares Core S&P 500 ETF(IVV), totaling $15.12 Mil. This investment constitutes 0.83% of their stock portfolio, and Stratos Wealth Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Stratos Wealth Advisors, LLC has made 18 purchases of IVV, at an average price of $411.19, for a total of 120,493.00 shares. In addition, there have been 7 sales at an average price of $492.60 for 93,590.00 shares. Based on historical transaction data and IVV's current price of $635.32, Stratos Wealth Advisors, LLC's estimated gain on his IVV holdings is $13.65 Mil, reflecting a 27.55% gain to date.
Stratos Wealth Advisors, LLC IVV ($635.32) Holding Chart
Stratos Wealth Advisors, LLC IVV ($635.32) 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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