Tepp RIA, LLC IVV Holdings History

Number of Shares
35,090.00
Current Holdings Value*
$21.79 Mil
% of Portfolio
28.12%
Total Estimate Gain
$1.40 Mil
% of Total Estimate Gain
6.76%

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 $630.85, Tepp RIA, LLC's estimated gain on his IVV holdings is $1.40 Mil, reflecting a 6.76% gain to date.

Tepp RIA, LLC IVV ($630.85) Holding Chart

Tepp RIA, LLC IVV ($630.85) 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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