PEOPLES BANK /OH
CIK 934866 · Holdings on Sep 30, 2024 · First reported Oct 23, 2024
Top ten holdings
Q3 2024- IVV10.65%
- PEBO8.98%
- IJH4.85%
- IVW4.81%
- AAPL3.92%
- SPY3.55%
- IJR2.86%
- IVE2.73%
- VGIT2.67%
- IGIB2.55%
Share classes counted separately47.57%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight increased · +0.81 pp9.84% → 10.65%Shares +1.48K (+4.27%)
- AAPLWeight increased · +0.34 pp3.58% → 3.92%Shares +161 (+0.49%)
- IVEWeight increased · +0.33 pp2.40% → 2.73%Shares +1.72K (+6.77%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFMUTUAL FUNDS - View history and evidence | $20.85M | 10.65% | 36.15K shares | 9.84% → 10.65%+0.81 pp +1.48K (+4.27%) | Added | ↗▾ |
| 02 | PEBOPEOPLES BANCORP INCCOMMON STOCK View history and evidence | $17.59M | 8.98% | 584.65K shares | 9.13% → 8.98%-0.15 pp -1.65K (-0.28%) | Reduced | ↗▾ |
| 03 | IJHISHARES CORE S&P MIDCAP ETFMUTUAL FUNDS - View history and evidence | $9.49M | 4.85% | 152.26K shares | 4.74% → 4.85%+0.11 pp -3.73K (-2.39%) | Reduced | ↗▾ |
| 04 | IVWISHARES S&P 500 GROWTH ETFMUTUAL FUNDS - View history and evidence | $9.42M | 4.81% | 98.36K shares | 5.07% → 4.81%-0.26 pp -7.30K (-6.91%) | Reduced | ↗▾ |
| 05 | AAPLAPPLE INCCOMMON STOCK View history and evidence | $7.67M | 3.92% | 32.92K shares | 3.58% → 3.92%+0.34 pp +161 (+0.49%) | Added | ↗▾ |
| 06 | SPYSS SPDR S&P 500 ETF TRUST-USMUTUAL FUNDS - View history and evidence | $6.96M | 3.55% | 12.12K shares | 3.46% → 3.55%+0.09 pp -115 (-0.94%) | Reduced | ↗▾ |
| 07 | IJRISHARES CORE S&P SMALL-CAP EMUTUAL FUNDS - View history and evidence | $5.59M | 2.86% | 47.81K shares | 2.71% → 2.86%+0.15 pp -1.17K (-2.40%) | Reduced | ↗▾ |
| 08 | IVEISHARES S&P 500 VALUE ETFMUTUAL FUNDS - View history and evidence | $5.35M | 2.73% | 27.14K shares | 2.40% → 2.73%+0.33 pp +1.72K (+6.77%) | Added | ↗▾ |
| 09 | VGITVANGUARD INTERMEDIATE-TERM TMUTUAL FUNDS - View history and evidence | $5.23M | 2.67% | 86.64K shares | 2.68% → 2.67%-0.01 pp -2.20K (-2.48%) | Reduced | ↗▾ |
| 10 | IGIBISHARES 5-10Y INV GRADE CORPMUTUAL FUNDS - View history and evidence | $4.99M | 2.55% | 92.97K shares | 2.50% → 2.55%+0.05 pp -1.04K (-1.11%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 12
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| OMFL INVESCO RUSSELL 1000 DYN M/F | Non-derivative | -10,128 | -$531.62K | SEC filing ↗ | SEC filing ↗ |
| GD GENERAL DYNAMICS CORP | Non-derivative | -1,761 | -$510.94K | SEC filing ↗ | SEC filing ↗ |
| OEF ISHARES S&P 100 ETF | Non-derivative | -1,357 | -$358.65K | SEC filing ↗ | SEC filing ↗ |
3 / 12 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 934866 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-10-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 195841600
}Research all 125 reported holdings.
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