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iShares S&P 500 Index shares owned by Allodium Investment Consultants

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

Historical chart of Allodium Investment Consultants 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 Allodium Investment Consultants 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 Allodium Investment Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9M 12k 669.30
2025-06-30 $7.0M 11k 620.90
2025-03-31 $6.2M 11k 561.90