ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Winthrop Partners - WNY, LLC's Holding History (CIK: 0001734109)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,290 Value ($000) $4,993 Avg Close — Range —
Q3 2019
Shares 8,833 Value ($000) $2,636,827 Avg Close — Range —
Q2 2019
Shares 8,746 Value ($000) $2,577,883 Avg Close — Range —
Q1 2019
Shares 9,012 Value ($000) $2,594,104 Avg Close — Range —
Q4 2018
Shares 28,653 Value ($000) $7,209,381 Avg Close — Range —
Q3 2018
Shares 2,601 Value ($000) $761,390 Avg Close — Range —
Q2 2018
Shares 2,250 Value ($000) $614,362 Avg Close — Range —
Q1 2018
Shares 1,914 Value ($000) $502,807 Avg Close — Range —
Q4 2017
Shares 1,817 Value ($000) $510,249 Avg Close — Range —