Tepp RIA, LLC IVV Holdings History
Tepp RIA, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Tepp RIA, LLC held 35,090.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.79 Mil. This investment constitutes 28.12% of their stock portfolio, and Tepp RIA, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then Tepp RIA, LLC has made 2 purchases of IVV, at an average price of $590.93, for a total of 35,090.00 shares. Based on historical transaction data and IVV's current price of $630.93, Tepp RIA, LLC's estimated gain on his IVV holdings is $1.40 Mil, reflecting a 6.77% gain to date.
Tepp RIA, LLC IVV ($630.93) Holding Chart
Tepp RIA, LLC IVV ($630.93) 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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