Interchange Capital Partners, LLC IVV Holdings History
Interchange Capital Partners, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Interchange Capital Partners, LLC held 14,207.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.98 Mil. This investment constitutes 2.24% of their stock portfolio, and Interchange Capital Partners, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Interchange Capital Partners, LLC has made 10 purchases of IVV, at an average price of $443.39, for a total of 21,649.00 shares. In addition, there have been 5 sales at an average price of $519.02 for 7,442.00 shares. Based on historical transaction data and IVV's current price of $627.25, Interchange Capital Partners, LLC's estimated gain on his IVV holdings is $3.17 Mil, reflecting a 33.08% gain to date.
Interchange Capital Partners, LLC IVV ($627.25) Holding Chart
Interchange Capital Partners, LLC IVV ($627.25) 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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