iShares S&P 500 Index shares owned by Essex Savings Bank
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Essex Savings Bank
from 13F filings
Historical chart of Essex Savings Bank investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Essex Savings Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 8.6k | 669.29 |
| 2025-06-30 | $4.5M | 7.3k | 620.89 |
| 2025-03-31 | $5.3M | 9.4k | 561.89 |
| 2024-12-31 | $5.8M | 9.9k | 588.67 |
| 2024-09-30 | $5.9M | 10k | 576.82 |
| 2024-06-30 | $2.1M | 3.8k | 547.22 |
| 2024-03-31 | $1.8M | 3.9k | 477.63 |
| 2023-12-31 | $1.8M | 3.9k | 477.63 |
| 2023-09-30 | $4.9M | 11k | 429.42 |
| 2023-06-30 | $5.3M | 12k | 445.70 |
| 2023-03-31 | $5.0M | 12k | 411.07 |
| 2022-12-31 | $4.7M | 12k | 384.20 |
| 2022-09-30 | $4.5M | 13k | 358.67 |
| 2022-06-30 | $5.1M | 14k | 379.15 |
| 2022-03-31 | $6.1M | 14k | 453.67 |
| 2021-12-31 | $6.4M | 13k | 476.96 |
| 2021-09-30 | $6.1M | 13k | 453.72 |
| 2021-06-30 | $2.2M | 5.2k | 421.34 |
| 2021-03-31 | $2.0M | 5.3k | 381.50 |
| 2020-12-31 | $2.0M | 5.4k | 375.42 |
| 2020-09-30 | $1.9M | 5.6k | 336.15 |
| 2020-06-30 | $1.6M | 5.3k | 309.60 |
| 2020-03-31 | $1.8M | 6.9k | 258.25 |
| 2019-12-31 | $1.9M | 5.9k | 323.29 |
| 2019-09-30 | $1.5M | 5.1k | 298.52 |
| 2019-06-30 | $1.5M | 4.9k | 294.78 |
| 2019-03-31 | $436k | 1.5k | 284.22 |
| 2018-12-31 | $402k | 1.6k | 251.41 |