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iShares S&P 500 Index shares owned by Family Management Corporation

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Family Management Corporation from 13F filings

Historical chart of Family Management Corporation investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Family Management Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Family Management Corporation

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.8M 4.3k 429.39
2023-06-30 $2.0M 4.4k 445.67
2023-03-31 $1.9M 4.6k 411.10
2022-12-31 $2.3M 6.0k 384.21
2022-09-30 $2.1M 5.9k 358.68
2022-06-30 $2.2M 5.9k 379.10
2022-03-31 $2.5M 5.5k 453.72
2021-12-31 $2.6M 5.6k 476.94
2021-09-30 $2.4M 5.5k 430.79
2021-06-30 $2.4M 5.5k 429.84
2021-03-31 $2.2M 5.5k 397.72
2020-12-31 $2.2M 5.9k 375.43