Montecito Bank & Trust IVV Holdings History
Montecito Bank & Trust's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Montecito Bank & Trust held 25,490.00 shares of iShares Core S&P 500 ETF(IVV), totaling $14.32 Mil. This investment constitutes 2.54% of their stock portfolio, and Montecito Bank & Trust now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then Montecito Bank & Trust has made 19 purchases of IVV, at an average price of $328.06, for a total of 43,232.00 shares. In addition, there have been 16 sales at an average price of $370.10 for 17,742.00 shares. Based on historical transaction data and IVV's current price of $630.67, Montecito Bank & Trust's estimated gain on his IVV holdings is $8.46 Mil, reflecting a 59.65% gain to date.
Montecito Bank & Trust IVV ($630.67) Holding Chart
Montecito Bank & 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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