Waterloo Capital, L.P. IVV Holdings History
Waterloo Capital, L.P.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Waterloo Capital, L.P. held 63,415.00 shares of iShares Core S&P 500 ETF(IVV), totaling $35.63 Mil. This investment constitutes 3.31% of their stock portfolio, and Waterloo Capital, L.P. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q1. And since then Waterloo Capital, L.P. has made 7 purchases of IVV, at an average price of $452.21, for a total of 74,597.00 shares. In addition, there have been 2 sales at an average price of $529.50 for 11,182.00 shares. Based on historical transaction data and IVV's current price of $630.93, Waterloo Capital, L.P.'s estimated gain on his IVV holdings is $12.20 Mil, reflecting a 36.16% gain to date.
Waterloo Capital, L.P. IVV ($630.93) Holding Chart
Waterloo Capital, L.P. IVV ($630.93) 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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