Stratos Wealth Partners, LTD. IVV Holdings History
Stratos Wealth Partners, LTD.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Stratos Wealth Partners, LTD. held 306,506.00 shares of iShares Core S&P 500 ETF(IVV), totaling $172.23 Mil. This investment constitutes 2.62% of their stock portfolio, and Stratos Wealth Partners, LTD. now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q4. And since then Stratos Wealth Partners, LTD. has made 21 purchases of IVV, at an average price of $396.22, for a total of 384,164.00 shares. In addition, there have been 12 sales at an average price of $434.40 for 77,658.00 shares. Based on historical transaction data and IVV's current price of $617.46, Stratos Wealth Partners, LTD.'s estimated gain on his IVV holdings is $70.78 Mil, reflecting a 46.50% gain to date.
Stratos Wealth Partners, LTD. IVV ($617.46) Holding Chart
Stratos Wealth Partners, LTD. IVV ($617.46) 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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