CALAMOS WEALTH MANAGEMENT LLC IVV Holdings History
CALAMOS WEALTH MANAGEMENT LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, CALAMOS WEALTH MANAGEMENT LLC held 266,955.00 shares of iShares Core S&P 500 ETF(IVV), totaling $150.00 Mil. This investment constitutes 7.56% of their stock portfolio, and CALAMOS WEALTH MANAGEMENT LLC now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then CALAMOS WEALTH MANAGEMENT LLC has made 16 purchases of IVV, at an average price of $298.97, for a total of 513,782.00 shares. In addition, there have been 17 sales at an average price of $364.40 for 246,827.00 shares. Based on historical transaction data and IVV's current price of $630.67, CALAMOS WEALTH MANAGEMENT LLC's estimated gain on his IVV holdings is $104.70 Mil, reflecting a 68.16% gain to date.
CALAMOS WEALTH MANAGEMENT LLC IVV ($630.67) Holding Chart
CALAMOS WEALTH MANAGEMENT LLC IVV ($630.67) 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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