Waverly Advisors, LLC IVV Holdings History
Waverly Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Waverly Advisors, LLC held 1.03 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $576.42 Mil. This investment constitutes 7.03% of their stock portfolio, and Waverly Advisors, LLC now holds 0.1% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then Waverly Advisors, LLC has made 19 purchases of IVV, at an average price of $468.32, for a total of 1.04 Mil shares. In addition, there have been 16 sales at an average price of $313.03 for 16,993.00 shares. Based on historical transaction data and IVV's current price of $637.33, Waverly Advisors, LLC's estimated gain on his IVV holdings is $170.74 Mil, reflecting a 34.96% gain to date.
Waverly Advisors, LLC IVV ($637.33) Holding Chart
Waverly Advisors, LLC IVV ($637.33) 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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