Legacy Trust IVV Holdings History
Legacy Trust's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Legacy Trust held 24,367.00 shares of iShares Core S&P 500 ETF(IVV), totaling $13.69 Mil. This investment constitutes 3.3% of their stock portfolio, and Legacy Trust now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Legacy Trust has made 5 purchases of IVV, at an average price of $419.87, for a total of 29,315.00 shares. In addition, there have been 4 sales at an average price of $468.34 for 4,948.00 shares. Based on historical transaction data and IVV's current price of $630.67, Legacy Trust's estimated gain on his IVV holdings is $5.38 Mil, reflecting a 43.68% gain to date.
Legacy Trust IVV ($630.67) Holding Chart
Legacy Trust 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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