iShares S&P 500 Index shares owned by Unified Trust Company
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Unified Trust Company
from 13F filings
Historical chart of Unified Trust Company 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 Unified Trust Company 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 Unified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $5.2M | 12k | 430.80 |
| 2021-06-30 | $5.1M | 12k | 429.88 |
| 2021-03-31 | $4.5M | 11k | 397.75 |
| 2020-12-31 | $4.2M | 11k | 380.05 |
| 2020-09-30 | $3.9M | 12k | 335.99 |
| 2020-06-30 | $3.6M | 12k | 309.64 |
| 2020-03-31 | $2.8M | 11k | 258.39 |
| 2019-12-31 | $3.5M | 11k | 323.22 |
| 2019-09-30 | $3.3M | 11k | 298.45 |
| 2019-06-30 | $3.2M | 11k | 294.68 |
| 2019-03-31 | $3.1M | 11k | 284.48 |
| 2018-12-31 | $2.8M | 11k | 251.57 |