FIRST AMERICAN TRUST, FSB IVV Holdings History
FIRST AMERICAN TRUST, FSB's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, FIRST AMERICAN TRUST, FSB held 27,391.00 shares of iShares Core S&P 500 ETF(IVV), totaling $15.39 Mil. This investment constitutes 1.42% of their stock portfolio, and FIRST AMERICAN TRUST, FSB 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 AMERICAN TRUST, FSB has made 12 purchases of IVV, at an average price of $564.58, for a total of 30,101.00 shares. In addition, there have been 6 sales at an average price of $471.33 for 2,710.00 shares. Based on historical transaction data and IVV's current price of $623.83, FIRST AMERICAN TRUST, FSB's estimated gain on his IVV holdings is $1.37 Mil, reflecting a 8.06% gain to date.
FIRST AMERICAN TRUST, FSB IVV ($623.83) Holding Chart
FIRST AMERICAN TRUST, FSB IVV ($623.83) 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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