iShares S&P 500 Index shares owned by Plimoth Trust
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Plimoth Trust
from 13F filings
Historical chart of Plimoth 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 Plimoth 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 Plimoth Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $581k | 1.1k | 525.73 |
| 2023-12-31 | $516k | 1.1k | 477.63 |
| 2023-09-30 | $549k | 1.3k | 429.43 |
| 2023-06-30 | $605k | 1.4k | 445.71 |
| 2023-03-31 | $559k | 1.4k | 411.08 |
| 2022-12-31 | $524k | 1.4k | 384.16 |
| 2022-09-30 | $516k | 1.4k | 358.58 |
| 2022-06-30 | $562k | 1.5k | 378.96 |
| 2022-03-31 | $740k | 1.6k | 453.43 |
| 2021-12-31 | $783k | 1.6k | 476.86 |
| 2021-09-30 | $670k | 1.6k | 430.59 |
| 2021-06-30 | $627k | 1.5k | 430.04 |
| 2021-03-31 | $584k | 1.5k | 397.82 |
| 2020-12-31 | $566k | 1.5k | 375.33 |
| 2020-09-30 | $507k | 1.5k | 335.98 |
| 2020-06-30 | $631k | 2.0k | 309.92 |
| 2020-03-31 | $571k | 2.2k | 258.49 |
| 2019-12-31 | $708k | 2.2k | 323.44 |
| 2019-09-30 | $661k | 2.2k | 298.42 |
| 2019-06-30 | $2.0M | 6.9k | 294.77 |
| 2019-03-31 | $2.0M | 6.9k | 284.56 |
| 2018-12-31 | $640k | 2.5k | 251.47 |