SWP FINANCIAL LLC IVV Holdings History
SWP FINANCIAL LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, SWP FINANCIAL LLC held 37,548.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.10 Mil. This investment constitutes 12.89% of their stock portfolio, and SWP FINANCIAL 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 SWP FINANCIAL LLC has made 3 purchases of IVV, at an average price of $475.87, for a total of 44,526.00 shares. In addition, there have been 2 sales at an average price of $559.82 for 6,978.00 shares. Based on historical transaction data and IVV's current price of $602.93, SWP FINANCIAL LLC's estimated gain on his IVV holdings is $5.36 Mil, reflecting a 25.28% gain to date.
SWP FINANCIAL LLC IVV ($602.93) Holding Chart
SWP FINANCIAL LLC IVV ($602.93) 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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