DURANTE & WATERS, LLC IVV Holdings History
DURANTE & WATERS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, DURANTE & WATERS, LLC held 51,900.00 shares of iShares Core S&P 500 ETF(IVV), totaling $29.16 Mil. This investment constitutes 24.51% of their stock portfolio, and DURANTE & WATERS, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then DURANTE & WATERS, LLC has made 3 purchases of IVV, at an average price of $478.86, for a total of 52,713.00 shares. In addition, there have been 2 sales at an average price of $515.62 for 813.00 shares. Based on historical transaction data and IVV's current price of $631.74, DURANTE & WATERS, LLC's estimated gain on his IVV holdings is $7.96 Mil, reflecting a 31.55% gain to date.
DURANTE & WATERS, LLC IVV ($631.74) Holding Chart
DURANTE & WATERS, LLC IVV ($631.74) 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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