iShares S&P 500 Index shares owned by FineMark National Bank & Trust
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by FineMark National Bank & Trust
from 13F filings
Historical chart of FineMark National Bank & Trust investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by FineMark National Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $99M | 206k | 477.63 |
| 2023-09-30 | $81M | 181k | 445.71 |
| 2023-06-30 | $81M | 181k | 445.71 |
| 2023-03-31 | $74M | 180k | 411.08 |
| 2022-12-31 | $67M | 174k | 384.21 |
| 2022-09-30 | $53M | 149k | 358.65 |
| 2022-06-30 | $53M | 140k | 379.15 |
| 2022-03-31 | $60M | 133k | 453.69 |
| 2021-12-31 | $60M | 126k | 476.99 |
| 2021-09-30 | $50M | 117k | 430.82 |
| 2021-06-30 | $52M | 120k | 429.92 |
| 2021-03-31 | $46M | 115k | 397.82 |
| 2020-12-31 | $42M | 111k | 375.39 |
| 2020-09-30 | $36M | 106k | 336.06 |
| 2020-06-30 | $32M | 105k | 309.69 |
| 2020-03-31 | $33M | 127k | 258.40 |
| 2019-12-31 | $43M | 132k | 323.24 |
| 2019-09-30 | $38M | 128k | 298.52 |
| 2019-06-30 | $36M | 122k | 294.75 |
| 2019-03-31 | $33M | 117k | 284.56 |
| 2018-12-31 | $28M | 110k | 251.61 |
| 2018-09-30 | $12M | 42k | 292.72 |
| 2018-06-30 | $7.1M | 26k | 273.06 |
| 2018-03-31 | $6.2M | 23k | 265.37 |
| 2017-12-31 | $6.5M | 24k | 268.85 |
| 2017-09-30 | $6.3M | 25k | 252.94 |
| 2017-06-30 | $6.3M | 26k | 243.42 |
| 2017-03-31 | $6.5M | 28k | 237.29 |
| 2016-12-31 | $6.0M | 27k | 224.97 |
| 2016-09-30 | $6.2M | 29k | 217.56 |
| 2016-06-30 | $6.2M | 29k | 210.49 |
| 2016-03-31 | $6.0M | 29k | 206.66 |
| 2015-12-31 | $6.4M | 32k | 204.87 |
| 2015-09-30 | $6.3M | 33k | 192.71 |
| 2015-06-30 | $6.8M | 33k | 207.23 |
| 2015-03-31 | $5.5M | 26k | 207.83 |
| 2014-12-31 | $5.2M | 25k | 206.87 |
| 2014-09-30 | $4.7M | 24k | 198.27 |
| 2014-06-30 | $4.2M | 22k | 197.00 |
| 2014-03-31 | $3.3M | 18k | 188.15 |
| 2013-12-31 | $3.2M | 17k | 185.64 |
| 2013-09-30 | $2.5M | 15k | 168.91 |
| 2013-06-30 | $2.2M | 14k | 161.53 |
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