STAR Financial Bank IVV Holdings History

Number of Shares
2,921.00
Current Holdings Value*
$1.64 Mil
% of Portfolio
1.2%
Total Estimate Gain
$592,681.44
% of Total Estimate Gain
26.26%

STAR Financial Bank's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, STAR Financial Bank held 2,921.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.64 Mil. This investment constitutes 1.2% of their stock portfolio, and STAR Financial Bank now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2022Q4. And since then STAR Financial Bank has made 2 purchases of IVV, at an average price of $473.75, for a total of 4,764.00 shares. In addition, there have been 6 sales at an average price of $553.34 for 1,843.00 shares. Based on historical transaction data and IVV's current price of $626.44, STAR Financial Bank's estimated gain on his IVV holdings is $592,681.44, reflecting a 26.26% gain to date.

STAR Financial Bank IVV ($626.44) Holding Chart

STAR Financial Bank IVV ($626.44) 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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