CALAMOS WEALTH MANAGEMENT LLC IVE Holdings History
CALAMOS WEALTH MANAGEMENT LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, CALAMOS WEALTH MANAGEMENT LLC held 542,196.00 shares of iShares S&P 500 Value ETF(IVE), totaling $103.33 Mil. This investment constitutes 5.21% of their stock portfolio, and CALAMOS WEALTH MANAGEMENT LLC now holds 0.28% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2015Q1. And since then CALAMOS WEALTH MANAGEMENT LLC has made 14 purchases of IVE, at an average price of $145.11, for a total of 745,821.00 shares. In addition, there have been 14 sales at an average price of $117.31 for 203,625.00 shares. Based on historical transaction data and IVE's current price of $194.35, CALAMOS WEALTH MANAGEMENT LLC's estimated gain on his IVE holdings is $21.04 Mil, reflecting a 19.44% gain to date.
CALAMOS WEALTH MANAGEMENT LLC IVE ($194.35) Holding Chart
CALAMOS WEALTH MANAGEMENT LLC IVE ($194.35) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
