Number of Shares
2,598.00
Current Holdings Value*
$1.46 Mil
% of Portfolio
0.31%
Total Estimate Gain
$296,320.80
% of Total Estimate Gain
18.87%

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, FIRST NATIONAL BANK & TRUST CO OF NEWTOWN held 2,598.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.46 Mil. This investment constitutes 0.31% of their stock portfolio, and FIRST NATIONAL BANK & TRUST CO OF NEWTOWN now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2020Q3. And since then FIRST NATIONAL BANK & TRUST CO OF NEWTOWN has made 11 purchases of IVV, at an average price of $491.53, for a total of 3,195.00 shares. In addition, there have been 2 sales at an average price of $397.26 for 597.00 shares. Based on historical transaction data and IVV's current price of $627.25, FIRST NATIONAL BANK & TRUST CO OF NEWTOWN's estimated gain on his IVV holdings is $296,320.80, reflecting a 18.87% gain to date.

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN IVV ($627.25) Holding Chart

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 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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