S.A. Mason LLC IVV Holdings History
S.A. Mason LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, S.A. Mason LLC held 10,456.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.49 Mil. This investment constitutes 3.14% of their stock portfolio, and S.A. Mason LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then S.A. Mason LLC has made 12 purchases of IVV, at an average price of $346.05, for a total of 21,687.00 shares. In addition, there have been 9 sales at an average price of $358.94 for 11,231.00 shares. Based on historical transaction data and IVV's current price of $637.33, S.A. Mason LLC's estimated gain on his IVV holdings is $3.19 Mil, reflecting a 42.51% gain to date.
S.A. Mason LLC IVV ($637.33) Holding Chart
S.A. Mason 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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