iShares S&P 500 Index shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $33M | 78k | 429.43 |
| 2023-06-30 | $33M | 75k | 445.71 |
| 2023-03-31 | $31M | 75k | 411.08 |
| 2022-12-31 | $33M | 85k | 384.21 |
| 2022-09-30 | $30M | 83k | 358.65 |
| 2022-06-30 | $30M | 80k | 379.25 |
| 2022-03-31 | $36M | 80k | 453.79 |
| 2021-12-31 | $39M | 81k | 476.99 |
| 2021-09-30 | $32M | 75k | 430.80 |
| 2021-06-30 | $33M | 77k | 429.92 |
| 2021-03-31 | $31M | 78k | 397.82 |
| 2020-12-31 | $30M | 80k | 375.33 |
| 2020-09-30 | $24M | 73k | 336.06 |
| 2020-06-30 | $23M | 73k | 309.77 |
| 2020-03-31 | $20M | 75k | 258.40 |
| 2019-12-31 | $20M | 63k | 323.29 |
| 2019-09-30 | $19M | 63k | 298.53 |
| 2019-06-30 | $19M | 64k | 294.72 |
| 2019-03-31 | $18M | 62k | 284.50 |
| 2018-12-31 | $14M | 54k | 251.60 |
| 2018-09-30 | $17M | 59k | 292.81 |
| 2018-06-30 | $16M | 57k | 273.07 |
| 2018-03-31 | $11M | 43k | 265.38 |
| 2017-12-31 | $12M | 43k | 268.85 |
| 2017-09-30 | $12M | 48k | 252.93 |
| 2017-06-30 | $12M | 49k | 243.42 |
| 2017-03-31 | $12M | 49k | 237.31 |
| 2016-12-31 | $9.4M | 42k | 224.93 |
| 2016-09-30 | $6.4M | 30k | 217.86 |
| 2016-06-30 | $6.0M | 29k | 210.71 |
| 2016-03-31 | $5.9M | 29k | 206.43 |
| 2015-12-31 | $7.5M | 37k | 204.87 |
| 2015-09-30 | $6.3M | 33k | 192.72 |
| 2015-06-30 | $6.7M | 32k | 207.14 |
| 2015-03-31 | $6.4M | 31k | 207.86 |
| 2014-12-31 | $1.4M | 6.9k | 206.85 |
| 2014-09-30 | $5.8M | 29k | 198.36 |
| 2014-06-30 | $6.2M | 31k | 197.00 |
| 2014-03-31 | $1.7M | 8.9k | 188.08 |
| 2013-12-31 | $1.5M | 8.0k | 185.79 |
| 2013-09-30 | $3.2M | 19k | 168.95 |
| 2013-06-30 | $2.3M | 14k | 160.85 |
| 2013-03-31 | $225k | 1.4k | 157.34 |
| 2012-09-30 | $257k | 1.8k | 143.59 |
| 2010-12-31 | $211k | 1.7k | 125.97 |
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