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iShares S&P 500 Index shares owned by Washington Trust Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Washington Trust Advisors from 13F filings

Historical chart of Washington Trust 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 Washington Trust Advisors 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 Washington Trust Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 2.5k 477.63
2023-09-30 $1.1M 2.5k 429.43
2023-06-30 $917k 2.1k 445.71
2023-03-31 $846k 2.1k 411.08
2022-12-31 $790k 2.1k 384.21
2022-09-30 $1.4M 3.9k 358.54
2022-06-30 $1.5M 3.9k 379.19
2022-03-31 $1.9M 4.1k 453.68
2021-12-31 $2.0M 4.1k 476.90