iShares S&P 500 Index shares owned by FinTrust Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by FinTrust Capital Advisors
from 13F filings
Historical chart of FinTrust Capital Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by FinTrust Capital Advisors 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 FinTrust Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $36M | 63k | 576.82 |
| 2024-06-30 | $34M | 61k | 547.23 |
| 2024-03-31 | $31M | 60k | 525.73 |
| 2023-09-30 | $27M | 62k | 429.43 |
| 2023-06-30 | $22M | 58k | 384.21 |
| 2023-03-31 | $22M | 58k | 384.21 |
| 2022-12-31 | $22M | 58k | 384.21 |
| 2022-09-30 | $21M | 57k | 372.55 |
| 2022-06-30 | $21M | 54k | 397.24 |
| 2022-03-31 | $23M | 50k | 453.70 |
| 2021-12-31 | $21M | 45k | 477.00 |
| 2021-09-30 | $18M | 41k | 430.83 |
| 2021-06-30 | $17M | 38k | 429.92 |
| 2021-03-31 | $11M | 28k | 397.84 |
| 2020-12-31 | $9.6M | 26k | 375.40 |
| 2020-09-30 | $9.1M | 27k | 336.05 |
| 2020-06-30 | $6.6M | 21k | 309.71 |
| 2020-03-31 | $5.7M | 22k | 258.39 |
| 2019-12-31 | $3.8M | 12k | 323.24 |
| 2019-09-30 | $2.7M | 8.9k | 298.56 |
| 2019-06-30 | $3.2M | 11k | 294.93 |
| 2019-03-31 | $3.1M | 11k | 284.52 |
| 2018-12-31 | $2.4M | 9.5k | 251.56 |