News + Filings Holdings
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Evercore Wealth Management, LLC
> IVV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVV | 74,989 | 519 | 33,423,155,000 | 2,810,027,000 | $445,707.44 |
| 03/31/2023 | iSHARES TRUST | IVV | 74,470 | -8,397 | 30,613,128,000 | 30,583,407,000 | $411,080.01 |
| 09/30/2022 | iSHARES TRUST | IVV | 82,867 | 3,077 | 29,721,000 | -532,000 | $358.66 |
| 06/30/2022 | iSHARES TRUST | IVV | 79,790 | -259 | 30,253,000 | -6,065,000 | $379.16 |
| 03/31/2022 | iSHARES TRUST | IVV | 80,049 | -1,095 | 36,318,000 | -2,387,000 | $453.70 |
| 12/31/2021 | iSHARES TRUST | IVV | 81,144 | 6,295 | 38,705,000 | 6,459,000 | $476.99 |
| 09/30/2021 | iSHARES TRUST | IVV | 74,849 | -2,119 | 32,246,000 | -844,000 | $430.81 |
| 06/30/2021 | iSHARES TRUST | IVV | 76,968 | -3,375 | 33,090,000 | 2,930,000 | $429.92 |
| 12/31/2020 | iSHARES TRUST | IVV | 80,343 | 7,826 | 30,160,000 | 5,790,000 | $375.39 |
| 09/30/2020 | iSHARES TRUST | IVV | 72,517 | -520 | 24,370,000 | 1,751,000 | $336.06 |
| 06/30/2020 | iSHARES TRUST | IVV | 73,037 | -2,351 | 22,619,000 | 3,139,000 | $309.69 |
| 03/31/2020 | iSHARES TRUST | IVV | 75,388 | 12,280 | 19,480,000 | -919,000 | $258.40 |
| 12/31/2019 | iSHARES TRUST | IVV | 63,108 | 322 | 20,399,000 | 1,656,000 | $323.24 |
| 09/30/2019 | iSHARES TRUST | IVV | 62,786 | -1,611 | 18,743,000 | -238,000 | $298.52 |
| 06/30/2019 | iSHARES TRUST | IVV | 64,397 | 2,772 | 18,981,000 | 1,445,000 | $294.75 |
| 03/31/2019 | iSHARES TRUST | IVV | 61,625 | 8,106 | 17,536,000 | 4,070,000 | $284.56 |
| 12/31/2018 | iSHARES TRUST | IVV | 53,519 | -5,283 | 13,466,000 | -3,748,000 | $251.61 |
| 09/30/2018 | iSHARES TRUST | IVV | 58,802 | 2,009 | 17,214,000 | 1,707,000 | $292.75 |
| 06/30/2018 | iSHARES TRUST | IVV | 56,793 | 13,686 | 15,507,000 | 4,067,000 | $273.04 |
| 03/31/2018 | iSHARES TRUST | IVV | 43,107 | -161 | 11,440,000 | -193,000 | $265.39 |
| 12/31/2017 | iSHARES TRUST | IVV | 43,268 | -4,533 | 11,633,000 | -457,000 | $268.86 |
| 09/30/2017 | iSHARES TRUST | IVV | 47,801 | -1,611 | 12,090,000 | 62,000 | $252.92 |
| 06/30/2017 | iSHARES TRUST | IVV | 49,412 | 763 | 12,028,000 | 485,000 | $243.42 |
| 03/31/2017 | iSHARES TRUST | IVV | 48,649 | 6,968 | 11,543,000 | 2,165,000 | $237.27 |
| 12/31/2016 | iSHARES TRUST | IVV | 41,681 | 12,146 | 9,378,000 | 2,952,000 | $224.99 |
| 09/30/2016 | iSHARES TRUST | IVV | 29,535 | 1,075 | 6,426,000 | 435,000 | $217.57 |
| 06/30/2016 | iSHARES TRUST | IVV | 28,460 | -250 | 5,991,000 | 58,000 | $210.51 |
| 03/31/2016 | iSHARES TRUST | IVV | 28,710 | 28,710 | 5,933,000 | 5,933,000 | $206.65 |
| 12/31/2015 | iSHARES TRUST | IVV | 36,496 | 22,116 | 7,477,000 | 5,164,000 | $204.87 |
| 09/30/2015 | iSHARES TRUST | IVV | 32,798 | 18,418 | 6,321,000 | 4,008,000 | $192.73 |
| 06/30/2015 | iSHARES TRUST | IVV | 32,278 | 17,898 | 6,690,000 | 4,377,000 | $207.26 |
| 03/31/2015 | iSHARES TRUST | IVV | 30,813 | 16,433 | 6,403,000 | 4,090,000 | $207.80 |
| 12/31/2014 | iSHARES TRUST | IVV | 6,923 | -7,457 | 1,432,000 | -881,000 | $206.85 |
| 09/30/2014 | iSHARES TRUST | IVV | 29,268 | 14,888 | 5,803,000 | 3,490,000 | $198.27 |
| 06/30/2014 | iSHARES TRUST | IVV | 31,343 | 16,963 | 6,175,000 | 3,862,000 | $197.01 |
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