iShares S&P 500 Index shares owned by Callan Family Office
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Callan Family Office
from 13F filings
Historical chart of Callan Family Office investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Callan Family 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 Callan Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $115M | 172k | 669.30 |
| 2025-06-30 | $115M | 185k | 620.90 |
| 2025-03-31 | $95M | 170k | 561.90 |
| 2024-12-31 | $95M | 161k | 588.68 |
| 2024-09-30 | $103M | 178k | 576.82 |
| 2024-06-30 | $90M | 164k | 547.23 |
| 2024-03-31 | $90M | 172k | 525.73 |
| 2023-09-30 | $72M | 167k | 429.43 |
| 2023-06-30 | $65M | 147k | 445.71 |
| 2023-03-31 | $60M | 145k | 411.08 |
| 2022-12-31 | $46M | 120k | 384.21 |