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iShares Dow Jones US Financial Svc. shares owned by Amg National Trust Bank

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Amg National Trust Bank from 13F filings

Historical chart of Amg National Trust Bank investment in iShares Dow Jones US Financial Svc.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial Svc. held by Amg National Trust Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Amg National Trust Bank

Quarter filed Position value Share count Share price at filing
2024-09-30 $650k 9.2k 71.02
2024-06-30 $601k 9.2k 65.21
2024-03-31 $593k 8.9k 66.30
2023-12-31 $559k 3.1k 179.18
2023-09-30 $482k 3.1k 154.66
2023-06-30 $500k 3.2k 158.01
2023-03-31 $477k 3.2k 150.96
2022-12-31 $498k 3.2k 157.53
2022-09-30 $446k 3.2k 141.32
2022-06-30 $468k 3.2k 148.29
2022-03-31 $569k 3.2k 180.41
2021-12-31 $600k 3.1k 193.11
2021-09-30 $584k 3.1k 188.14
2021-06-30 $575k 3.1k 185.24
2021-03-31 $531k 3.1k 171.12
2020-12-31 $466k 3.1k 150.18
2020-09-30 $378k 3.1k 121.90
2020-06-30 $370k 3.1k 119.35
2020-03-31 $318k 3.1k 102.68
2019-12-31 $580k 3.8k 151.75
2019-09-30 $466k 3.4k 136.30
2019-06-30 $458k 3.4k 133.96
2019-03-31 $510k 4.1k 124.91
2018-12-31 $384k 3.4k 112.41
2018-09-30 $455k 3.4k 133.27
2018-06-30 $442k 3.4k 129.50
2018-03-31 $447k 3.4k 130.97
2017-12-31 $546k 4.2k 130.56
2017-09-30 $435k 3.6k 119.77
2017-06-30 $477k 4.2k 113.41
2017-03-31 $440k 4.0k 109.15
2016-12-31 $888k 8.4k 106.30
2016-09-30 $545k 6.2k 87.83
2016-06-30 $500k 6.2k 80.58
2016-03-31 $2.7M 33k 81.14
2015-12-31 $5.5M 61k 89.98
2015-09-30 $5.0M 59k 85.48
2015-06-30 $5.1M 54k 94.01
2015-03-31 $4.8M 54k 89.48
2014-12-31 $4.4M 48k 91.82
2014-09-30 $4.0M 47k 86.10
2014-06-30 $4.2M 50k 84.43
2014-03-31 $4.0M 47k 84.89
2013-12-31 $3.7M 44k 83.73
2013-09-30 $3.2M 44k 74.10
2013-06-30 $6.3M 88k 71.52
2013-03-31 $2.8M 43k 66.17
2012-12-31 $2.5M 42k 59.32
2012-09-30 $2.3M 41k 55.67
2012-06-30 $2.2M 42k 51.93
2012-03-31 $2.4M 42k 57.21
2011-12-31 $1.8M 41k 45.28
2011-09-30 $1.7M 41k 41.08
2011-06-30 $2.3M 43k 54.54
2011-03-31 $2.4M 40k 58.62

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Ishares Tr Core Msci Total (IXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Amg National Trust Bank

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Envestnet Asset Management
Goldman Sachs Group
Morgan Stanley
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Baltimore-Washington Financial Advisors
Circle Wealth Management
Jpmorgan Chase & Co
International Assets Investment Management
Kozak & Associates
Janney Montgomery Scott

View all funds holding iShares Dow Jones US Financial Svc.