TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC IVV Holdings History
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC held 8,009.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.54 Mil. This investment constitutes 3.4% of their stock portfolio, and TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC has made 5 purchases of IVV, at an average price of $489.70, for a total of 10,182.00 shares. In addition, there have been 6 sales at an average price of $416.07 for 2,173.00 shares. Based on historical transaction data and IVV's current price of $623.33, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's estimated gain on his IVV holdings is $910,224.56, reflecting a 18.26% gain to date.
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC IVV ($623.33) Holding Chart
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC IVV ($623.33) 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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