WPG Advisers, LLC IVV Holdings History
WPG Advisers, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, WPG Advisers, LLC held 7,515.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.22 Mil. This investment constitutes 3.94% of their stock portfolio, and WPG Advisers, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then WPG Advisers, LLC has made 1 purchases of IVV, at an average price of $591.48, for a total of 7,515.00 shares. Based on historical transaction data and IVV's current price of $638.55, WPG Advisers, LLC's estimated gain on his IVV holdings is $353,729.52, reflecting a 7.96% gain to date.
WPG Advisers, LLC IVV ($638.55) Holding Chart
WPG Advisers, LLC IVV ($638.55) 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
