SFM, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, SFM, LLC held 8,747.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.92 Mil. This investment constitutes 3.61% of their stock portfolio, and SFM, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then SFM, LLC has made 1 purchases of IVV, at an average price of $448.56, for a total of 9,629.00 shares. In addition, there have been 4 sales at an average price of $527.75 for 882.00 shares. Based on historical transaction data and IVV's current price of $623.33, SFM, LLC's estimated gain on his IVV holdings is $1.60 Mil, reflecting a 37.01% gain to date.
SFM, LLC IVV ($623.33) Holding Chart
SFM, LLC IVV ($623.33) 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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