Number of Shares
164,213.00
Current Holdings Value*
$94.72 Mil
% of Portfolio
8.43%
Total Estimate Gain
$81.76 Mil
% of Total Estimate Gain
59.06%

CAPE COD FIVE CENTS SAVINGS BANK's iShares Core S&P 500 ETF Holding Summary

As of 2024-12-31, CAPE COD FIVE CENTS SAVINGS BANK held 164,213.00 shares of iShares Core S&P 500 ETF(IVV), totaling $94.72 Mil. This investment constitutes 8.43% of their stock portfolio, and CAPE COD FIVE CENTS SAVINGS BANK now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2013Q4. And since then CAPE COD FIVE CENTS SAVINGS BANK has made 19 purchases of IVV, at an average price of $320.73, for a total of 431,659.00 shares. In addition, there have been 16 sales at an average price of $437.86 for 267,446.00 shares. Based on historical transaction data and IVV's current price of $627.87, CAPE COD FIVE CENTS SAVINGS BANK's estimated gain on his IVV holdings is $81.76 Mil, reflecting a 59.06% gain to date.

CAPE COD FIVE CENTS SAVINGS BANK IVV ($627.87) Holding Chart

CAPE COD FIVE CENTS SAVINGS BANK IVV ($627.87) 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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