Old North State Trust, LLC IVV Holdings History
Old North State Trust, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Old North State Trust, LLC held 4,012.00 shares of iShares Core S&P 500 ETF(IVV), totaling $2.36 Mil. This investment constitutes 1.5% of their stock portfolio, and Old North State Trust, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q3. And since then Old North State Trust, LLC has made 3 purchases of IVV, at an average price of $489.32, for a total of 5,715.00 shares. In addition, there have been 13 sales at an average price of $393.38 for 1,703.00 shares. Based on historical transaction data and IVV's current price of $630.67, Old North State Trust, LLC's estimated gain on his IVV holdings is $403,746.86, reflecting a 14.44% gain to date.
Old North State Trust, LLC IVV ($630.67) Holding Chart
Old North State Trust, LLC 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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