iShares S&P 500 Index shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors 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 Trinity Financial Advisors 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 Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 2.6k | 669.20 |
| 2025-06-30 | $1.6M | 2.6k | 620.90 |
| 2025-03-31 | $722k | 1.3k | 540.10 |
| 2024-12-31 | $217k | 369 | 587.34 |
| 2024-09-30 | $368k | 608 | 604.63 |
| 2024-06-30 | $368k | 672 | 547.05 |
| 2024-03-31 | $368k | 699 | 526.05 |
| 2023-12-31 | $324k | 677 | 477.83 |
| 2023-09-30 | $290k | 674 | 429.55 |
| 2023-06-30 | $613k | 1.4k | 445.77 |
| 2023-03-31 | $730k | 1.8k | 411.11 |
| 2022-12-31 | $1.0M | 2.6k | 384.26 |
| 2022-09-30 | $1.4M | 3.9k | 358.67 |
| 2022-03-31 | $1.4M | 3.1k | 453.62 |
More positions owned by Trinity Financial Advisors
View all positions for Trinity Financial Advisors