iShares S&P 500 Index shares owned by Coastline Trust
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Coastline Trust
from 13F filings
Historical chart of Coastline Trust 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 Coastline Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Coastline Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $29M | 50k | 576.82 |
| 2024-06-30 | $33M | 60k | 547.23 |
| 2024-03-31 | $31M | 59k | 525.73 |
| 2023-12-31 | $26M | 53k | 477.63 |
| 2023-09-30 | $15M | 35k | 429.43 |
| 2023-06-30 | $6.8M | 15k | 445.71 |
| 2023-03-31 | $5.9M | 14k | 411.08 |
| 2022-12-31 | $6.6M | 17k | 384.21 |
| 2022-09-30 | $5.0M | 14k | 358.66 |
| 2022-06-30 | $758k | 2.0k | 379.19 |