Sageworth Trust Co Of South Dakota IVV Holdings History
Sageworth Trust Co of South Dakota's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Sageworth Trust Co of South Dakota held 2,442.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.52 Mil. This investment constitutes 1.64% of their stock portfolio, and Sageworth Trust Co of South Dakota now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Sageworth Trust Co of South Dakota has made 4 purchases of IVV, at an average price of $475.72, for a total of 3,142.00 shares. In addition, there have been 2 sales at an average price of $501.34 for 700.00 shares. Based on historical transaction data and IVV's current price of $637.33, Sageworth Trust Co of South Dakota's estimated gain on his IVV holdings is $412,591.83, reflecting a 27.60% gain to date.
Sageworth Trust Co of South Dakota IVV ($637.33) Holding Chart
Sageworth Trust Co of South Dakota IVV ($637.33) 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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