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iShares S&P 500 Index shares owned by Exchange Bank

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

Historical chart of Exchange 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 Exchange 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 Exchange Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $259k 493 525.73
2023-12-31 $236k 493 477.63
2023-09-30 $212k 494 429.43
2023-06-30 $285k 640 445.71

More positions owned by Exchange Bank

Ishares Core Total Us Bond Mutual Funds/fi (AGG)
Ishares National Amt-free Muni Mutual Funds / (MUB)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Johnson & Johnson Common Stock (JNJ)
Chevron Corp Common Stock (CVX)
Procter & Gamble Common Stock (PG)
Vanguard Total Stock Market Etf Mutual Funds/eq (VTI)
Exxon Mobil Corp Common Stock (XOM)
Vanguard Total Bond Market Etf Mutual Funds/fi (BND)
Caterpillar Common Stock (CAT)
Jp Morgan Chase & Co Common Stock (JPM)
Union Pacific Corp Common Stock (UNP)
Walmart Common Stock (WMT)
Merck & Co Common Stock (MRK)

View all positions for Exchange Bank

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index