UMB Bank, N.a. IVV Holdings History
UMB Bank, n.a.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, UMB Bank, n.a. held 661,367.00 shares of iShares Core S&P 500 ETF(IVV), totaling $410.64 Mil. This investment constitutes 6.4% of their stock portfolio, and UMB Bank, n.a. now holds 0.07% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q4. And since then UMB Bank, n.a. has made 18 purchases of IVV, at an average price of $304.63, for a total of 812,292.00 shares. In addition, there have been 12 sales at an average price of $367.57 for 150,925.00 shares. Based on historical transaction data and IVV's current price of $627.38, UMB Bank, n.a.'s estimated gain on his IVV holdings is $222.96 Mil, reflecting a 90.10% gain to date.
UMB Bank, n.a. IVV ($627.38) Holding Chart
UMB Bank, n.a. IVV ($627.38) 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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