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iShares S&P 500 Index shares owned by Union Savings Bank

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Union Savings Bank from 13F filings

Historical chart of Union Savings Bank 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 Union Savings Bank 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 Union Savings Bank

Quarter filed Position value Share count Share price at filing
2024-09-30 $502k 871 576.82
2024-06-30 $481k 878 547.21
2024-03-31 $462k 878 525.72
2023-12-31 $419k 878 477.62
2023-09-30 $375k 874 429.41
2023-06-30 $402k 874 460.16

More positions owned by Union Savings Bank

Invesco S&p 500 Quality Etf Etf - Large Cap (SPHQ)
Berkshire Hathaway Common Stock (BRK.A)
Ishares Core S&p Mid-cap Etf Etf - Mid Cap (IJH)
Spdr S&p 500 Etf Trust Etf - Large Cap (SPY)
Microsoft Corp Common Stock (MSFT)
Vanguard High Dividend Yield Etf Etf - Large Cap (VYM)
Apple Incorporated Common Stock (AAPL)
Ishares Russell 2000 Index Etf - Small Cap (IWM)
Spdr S&p Midcap 400 Etf Tr Etf - Mid Cap (MDY)
Ishares Core S&p Small-cap Etf Etf - Small Cap (IJR)
J P Morgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Costco Wholesale Corporation Common Stock (COST)
Spdr S&p Dividend Etf Etf - Large Cap (SDY)
Procter & Gamble Common Stock (PG)

View all positions for Union Savings Bank

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
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Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index