Number of Shares
2,765.00
Current Holdings Value*
$1.72 Mil
% of Portfolio
0.64%
Total Estimate Gain
$1.20 Mil
% of Total Estimate Gain
35.28%

Enterprise Bank & Trust Co's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, Enterprise Bank & Trust Co held 2,765.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.72 Mil. This investment constitutes 0.64% of their stock portfolio, and Enterprise Bank & Trust Co now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2021Q1. And since then Enterprise Bank & Trust Co has made 12 purchases of IVV, at an average price of $433.85, for a total of 7,853.00 shares. In addition, there have been 5 sales at an average price of $563.13 for 5,088.00 shares. Based on historical transaction data and IVV's current price of $630.67, Enterprise Bank & Trust Co's estimated gain on his IVV holdings is $1.20 Mil, reflecting a 35.28% gain to date.

Enterprise Bank & Trust Co IVV ($630.67) Holding Chart

Enterprise Bank & Trust Co IVV ($630.67) 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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