SWMG, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, SWMG, LLC held 88,566.00 shares of iShares Core S&P 500 ETF(IVV), totaling $48.99 Mil. This investment constitutes 19.44% of their stock portfolio, and SWMG, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then SWMG, LLC has made 11 purchases of IVV, at an average price of $406.11, for a total of 130,273.00 shares. In addition, there have been 4 sales at an average price of $528.18 for 41,707.00 shares. Based on historical transaction data and IVV's current price of $626.26, SWMG, LLC's estimated gain on his IVV holdings is $24.59 Mil, reflecting a 46.48% gain to date.
SWMG, LLC IVV ($626.26) Holding Chart
SWMG, LLC IVV ($626.26) 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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