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iShares S&P 1500 Index Fund shares owned by Univest National Bank and Trust

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Univest National Bank and Trust from 13F filings

Historical chart of Univest National Bank and Trust investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Univest National Bank and Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Univest National Bank and Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $337k 2.7k 125.62
2024-06-30 $318k 2.7k 118.78
2024-03-31 $309k 2.7k 115.30