WHALEROCK POINT PARTNERS, LLC IVV Holdings History
WHALEROCK POINT PARTNERS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, WHALEROCK POINT PARTNERS, LLC held 14,830.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.33 Mil. This investment constitutes 1.99% of their stock portfolio, and WHALEROCK POINT PARTNERS, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q4. And since then WHALEROCK POINT PARTNERS, LLC has made 21 purchases of IVV, at an average price of $360.27, for a total of 23,739.00 shares. In addition, there have been 5 sales at an average price of $328.56 for 8,909.00 shares. Based on historical transaction data and IVV's current price of $627.44, WHALEROCK POINT PARTNERS, LLC's estimated gain on his IVV holdings is $3.68 Mil, reflecting a 43.03% gain to date.
WHALEROCK POINT PARTNERS, LLC IVV ($627.44) Holding Chart
WHALEROCK POINT PARTNERS, LLC IVV ($627.44) 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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