Legacy Private Trust Co. IVV Holdings History
Legacy Private Trust Co.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Legacy Private Trust Co. held 324,801.00 shares of iShares Core S&P 500 ETF(IVV), totaling $182.51 Mil. This investment constitutes 12.55% of their stock portfolio, and Legacy Private Trust Co. now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q2. And since then Legacy Private Trust Co. has made 23 purchases of IVV, at an average price of $321.97, for a total of 551,838.00 shares. In addition, there have been 23 sales at an average price of $308.00 for 227,037.00 shares. Based on historical transaction data and IVV's current price of $596.66, Legacy Private Trust Co.'s estimated gain on his IVV holdings is $86.05 Mil, reflecting a 48.43% gain to date.
Legacy Private Trust Co. IVV ($596.66) Holding Chart
Legacy Private Trust Co. IVV ($596.66) 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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