Number of Shares
10,382.00
Current Holdings Value*
$4.63 Mil
% of Portfolio
3.72%
Total Estimate Gain
$4.05 Mil
% of Total Estimate Gain
78.29%

First National Bank of South Miami's iShares Core S&P 500 ETF Holding Summary

As of 2023-06-30, First National Bank of South Miami held 10,382.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.63 Mil. This investment constitutes 3.72% of their stock portfolio, and First National Bank of South Miami now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q4. And since then First National Bank of South Miami has made 6 purchases of IVV, at an average price of $289.77, for a total of 17,865.00 shares. In addition, there have been 11 sales at an average price of $358.39 for 7,483.00 shares. Based on historical transaction data and IVV's current price of $630.67, First National Bank of South Miami's estimated gain on his IVV holdings is $4.05 Mil, reflecting a 78.29% gain to date.

First National Bank of South Miami IVV ($630.67) Holding Chart

First National Bank of South Miami 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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