Number of Shares
7,468.00
Current Holdings Value*
$4.46 Mil
% of Portfolio
2.88%
Total Estimate Gain
$261,752.96
% of Total Estimate Gain
5.92%

Bank of Jackson Hole Trust's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Bank of Jackson Hole Trust held 7,468.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.46 Mil. This investment constitutes 2.88% of their stock portfolio, and Bank of Jackson Hole Trust now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2024Q4. And since then Bank of Jackson Hole Trust has made 1 purchases of IVV, at an average price of $592.20, for a total of 7,468.00 shares. Based on historical transaction data and IVV's current price of $627.25, Bank of Jackson Hole Trust's estimated gain on his IVV holdings is $261,752.96, reflecting a 5.92% gain to date.

Bank of Jackson Hole Trust IVV ($627.25) Holding Chart

Bank of Jackson Hole Trust IVV ($627.25) 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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