FineMark National Bank & Trust IVV Holdings History
FineMark National Bank & Trust's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, FineMark National Bank & Trust held 223,777.00 shares of iShares Core S&P 500 ETF(IVV), totaling $125.74 Mil. This investment constitutes 4.59% of their stock portfolio, and FineMark National Bank & Trust now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then FineMark National Bank & Trust has made 30 purchases of IVV, at an average price of $338.50, for a total of 262,007.00 shares. In addition, there have been 5 sales at an average price of $301.13 for 38,230.00 shares. Based on historical transaction data and IVV's current price of $637.58, FineMark National Bank & Trust's estimated gain on his IVV holdings is $65.50 Mil, reflecting a 73.85% gain to date.
FineMark National Bank & Trust IVV ($637.58) Holding Chart
FineMark National Bank & Trust IVV ($637.58) 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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