iShares S&P 500 Index shares owned by Univest National Bank and Trust
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Univest National Bank and Trust
from 13F filings
Historical chart of Univest National Bank and Trust investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Univest National Bank and Trust 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 Univest National Bank and Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.4M | 5.9k | 576.82 |
| 2024-06-30 | $319k | 583 | 547.23 |
| 2024-03-31 | $341k | 648 | 525.73 |
| 2023-12-31 | $318k | 666 | 477.63 |
| 2023-09-30 | $280k | 653 | 429.43 |
| 2023-06-30 | $281k | 630 | 445.71 |
More positions owned by Univest National Bank and Trust
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