SFMG, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, SFMG, LLC held 252,209.00 shares of iShares Core S&P 500 ETF(IVV), totaling $141.72 Mil. This investment constitutes 11.19% of their stock portfolio, and SFMG, LLC now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then SFMG, LLC has made 23 purchases of IVV, at an average price of $341.44, for a total of 554,710.00 shares. In addition, there have been 14 sales at an average price of $362.08 for 302,501.00 shares. Based on historical transaction data and IVV's current price of $626.44, SFMG, LLC's estimated gain on his IVV holdings is $78.12 Mil, reflecting a 41.25% gain to date.
SFMG, LLC IVV ($626.44) Holding Chart
SFMG, LLC IVV ($626.44) 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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