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iShares S&P 500 Index shares owned by Seven Post Investment Office

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Seven Post Investment Office from 13F filings

Historical chart of Seven Post Investment Office 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 Seven Post Investment Office 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 Seven Post Investment Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 3.9k 525.73
2023-12-31 $1.8M 3.9k 477.63
2023-09-30 $1.7M 3.9k 429.43
2023-06-30 $1.7M 3.9k 445.71

More positions owned by Seven Post Investment Office

Lennox International (LII)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Prologis (PLD)
Equity Residential Sh Ben Int (EQR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
Equity Lifestyle Properties (ELS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Matson (MATX)
Alphabet Cap Stk Cl A (GOOGL)
Crowdstrike Hldgs Cl A (CRWD)
Public Storage (PSA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Silver Tr Ishares (SLV)

View all positions for Seven Post Investment Office

Top funds holding iShares S&P 500 Index

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Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index