Number of Shares
43,850.00
Current Holdings Value*
$27.23 Mil
% of Portfolio
2.49%
Total Estimate Gain
$12.25 Mil
% of Total Estimate Gain
71.77%

MOODY NATIONAL BANK TRUST DIVISION's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, MOODY NATIONAL BANK TRUST DIVISION held 43,850.00 shares of iShares Core S&P 500 ETF(IVV), totaling $27.23 Mil. This investment constitutes 2.49% of their stock portfolio, and MOODY NATIONAL BANK TRUST DIVISION now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2014Q4. And since then MOODY NATIONAL BANK TRUST DIVISION has made 4 purchases of IVV, at an average price of $353.98, for a total of 48,229.00 shares. In addition, there have been 4 sales at an average price of $370.60 for 4,379.00 shares. Based on historical transaction data and IVV's current price of $631.74, MOODY NATIONAL BANK TRUST DIVISION's estimated gain on his IVV holdings is $12.25 Mil, reflecting a 71.77% gain to date.

MOODY NATIONAL BANK TRUST DIVISION IVV ($631.74) Holding Chart

MOODY NATIONAL BANK TRUST DIVISION IVV ($631.74) 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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