Ownership history in UNIONVIEW, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which UNIONVIEW, LLC reported a position in ISHARES CORE S&P 500 ETF (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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 3,138 | +32 | +1.0% | 1.35% | $1.8M | $579.67 |
| 2024 Q3 | REDUCED | 3,106 | -40 | -1.3% | 1.39% | $1.8M | $566.00 |
| 2024 Q2 | REDUCED | 3,146 | -147 | -4.5% | 1.41% | $1.7M | $534.89 |
| 2024 Q1 | ADDED | 3,293 | +20 | +0.6% | 1.43% | $1.7M | $512.33 |
| 2023 Q4 | REDUCED | 3,273 | -180 | -5.2% | 1.40% | $1.6M | $463.98 |
| 2023 Q3 | ADDED | 3,453 | +2,274 | +192.9% | 1.40% | $1.5M | $415.48 |
| 2023 Q2 | REDUCED | 1,179 | -4 | -0.3% | 0.48% | $526K | $429.27 |
| 2023 Q1 | ADDED | 1,183 | +5 | +0.4% | 0.46% | $486K | $394.68 |
| 2022 Q4 | ADDED | 1,178 | +40 | +3.5% | 0.45% | $453K | $367.35 |
| 2022 Q3 | ADDED | 1,138 | +74 | +7.0% | 0.47% | $408K | $341.43 |
As of 2025 Q4 — sorted by position size