SEC 13F Intelligence

First National Bank Of South Miami / IVV

First National Bank Of South Miami’s Ishares Tr Position

Does First National Bank Of South Miami own Ishares Tr (IVV)? Yes10.4K shares worth $5M (+3.72% of its 13F portfolio) as of Q2 2023, down from 10.5K shares the prior filed quarter.

Position Value
$5M
Q2 2023
Shares
10.4K
% of Portfolio
+3.72%
Quarters Held
19
currently held

Position History IVV

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ3 ’19: $4MQ3 ’19Q4 ’19: $5MQ1 ’20: $3MQ2 ’20: $4MQ2 ’20Q3 ’20: $4MQ4 ’20: $4MQ1 ’21: $5MQ1 ’21Q2 ’21: $6MQ3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $4MQ3 ’22Q4 ’22: $4MQ1 ’23: $4MQ2 ’23: $5MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202310.4K$5M+3.72%
Q1 202310.5K$4M+3.43%
Q4 202210.8K$4M+3.09%
Q3 202212.1K$4M+3.37%
Q2 202213.4K$5M+3.45%
Q1 202213.6K$6M+3.73%
Q4 202113.3K$6M+3.85%
Q3 202113.1K$6M+3.81%
Q2 202113.6K$6M+3.98%
Q1 202113.7K$5M+4.16%
Q4 202011.5K$4M+3.72%
Q3 202012.0K$4M+3.84%
Q2 202012.6K$4M+4.23%
Q1 202012.5K$3M+4.06%
Q4 201914.7K$5M+4.70%
Q3 201915.1K$4M+4.24%
Q2 201915.1K$5M+4.22%
Q1 201914.7K$4M+4.00%
Q4 201814.5K$4M+3.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First National Bank Of South Miami’s full portfolio or all institutional holders of IVV.