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iShares S&P 500 Index shares owned by Cetera Trust Company

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cetera Trust Company from 13F filings

Historical chart of Cetera Trust Company investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Cetera Trust Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Cetera Trust Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $110k 210 525.73
2023-12-31 $100k 210 477.63