Ishares Tr shares owned by Montecito Bank & Trust
Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Montecito Bank & Trust
from 13F filings
Historical chart of Montecito Bank & Trust investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Montecito Bank & Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Montecito Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $328k | 6.4k | 51.52 |
| 2025-03-31 | $272k | 6.4k | 42.78 |
| 2024-12-31 | $288k | 6.4k | 45.30 |
| 2024-09-30 | $352k | 8.0k | 44.22 |
| 2024-06-30 | $335k | 8.0k | 42.05 |
| 2024-03-31 | $334k | 8.3k | 40.29 |
| 2023-12-31 | $311k | 8.5k | 36.39 |