Number of Shares
11,587.00
Current Holdings Value*
$5.53 Mil
% of Portfolio
2.5%
Total Estimate Gain
$3.08 Mil
% of Total Estimate Gain
49.34%

Columbia Trust Co 01012016's iShares Core S&P 500 ETF Holding Summary

As of 2023-12-31, Columbia Trust Co 01012016 held 11,587.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.53 Mil. This investment constitutes 2.5% of their stock portfolio, and Columbia Trust Co 01012016 now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2019Q4. And since then Columbia Trust Co 01012016 has made 7 purchases of IVV, at an average price of $375.94, for a total of 16,581.00 shares. In addition, there have been 8 sales at an average price of $398.28 for 4,994.00 shares. Based on historical transaction data and IVV's current price of $631.74, Columbia Trust Co 01012016's estimated gain on his IVV holdings is $3.08 Mil, reflecting a 49.34% gain to date.

Columbia Trust Co 01012016 IVV ($631.74) Holding Chart

Columbia Trust Co 01012016 IVV ($631.74) 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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