Ownership history in Atwater Malick LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Atwater Malick LLC reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 50,906 | +5,203 | +11.4% | 9.61% | $34.9M | $683.12 |
| 2025 Q3 | ADDED | 45,703 | +9,902 | +27.7% | 8.88% | $30.6M | $665.17 |
| 2025 Q2 | ADDED | 35,801 | +830 | +2.4% | 7.04% | $22.2M | $615.21 |
| 2025 Q1 | ADDED | 34,971 | +1,428 | +4.3% | 6.65% | $19.6M | $555.02 |
| 2024 Q4 | ADDED | 33,543 | +411 | +1.2% | 6.62% | $19.7M | $579.67 |
| 2024 Q3 | ADDED | 33,132 | +2,100 | +6.8% | 6.15% | $19.1M | $566.00 |
| 2024 Q2 | ADDED | 31,032 | +27,069 | +683.0% | 5.85% | $17.0M | $534.89 |
| 2024 Q1 | ADDED | 3,963 | +1,563 | +65.1% | 0.73% | $2.1M | $512.33 |
| 2023 Q4 | ADDED | 2,400 | +53 | +2.3% | 0.45% | $1.1M | $463.98 |
| 2023 Q3 | ADDED | 2,347 | +13 | +0.6% | 0.44% | $1.0M | $415.48 |
As of 2025 Q4 — sorted by position size