iShares S&P 500 Index shares owned by Epic Trust Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Epic Trust Investment Advisors
from 13F filings
Historical chart of Epic Trust Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Epic Trust Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $549k | 1.0k | 547.23 |
| 2024-03-31 | $541k | 1.0k | 525.73 |
| 2023-12-31 | $491k | 1.0k | 477.63 |
| 2023-09-30 | $471k | 1.1k | 429.43 |
| 2023-06-30 | $464k | 1.0k | 445.71 |
| 2023-03-31 | $428k | 1.0k | 411.08 |
| 2022-12-31 | $478k | 1.2k | 384.55 |
| 2022-09-30 | $374k | 1.0k | 358.93 |
| 2022-06-30 | $443k | 1.2k | 378.96 |
| 2022-03-31 | $456k | 1.0k | 454.18 |
| 2021-12-31 | $521k | 1.1k | 476.67 |
More positions owned by Epic Trust Investment Advisors
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