Number of Shares
115,512.00
Current Holdings Value*
$64.91 Mil
% of Portfolio
14.65%
Total Estimate Gain
$37.32 Mil
% of Total Estimate Gain
54.66%

ESL Trust Services, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, ESL Trust Services, LLC held 115,512.00 shares of iShares Core S&P 500 ETF(IVV), totaling $64.91 Mil. This investment constitutes 14.65% of their stock portfolio, and ESL Trust Services, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2019Q4. And since then ESL Trust Services, LLC has made 14 purchases of IVV, at an average price of $320.90, for a total of 212,746.00 shares. In addition, there have been 7 sales at an average price of $336.40 for 97,234.00 shares. Based on historical transaction data and IVV's current price of $630.93, ESL Trust Services, LLC's estimated gain on his IVV holdings is $37.32 Mil, reflecting a 54.66% gain to date.

ESL Trust Services, LLC IVV ($630.93) Holding Chart

ESL Trust Services, LLC IVV ($630.93) 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 %

Top Ranked Articles

  • 1