iShares S&P 500 Index shares owned by Collective Family Office
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Collective Family Office
from 13F filings
Historical chart of Collective Family Office investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Collective 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 Collective Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 3.9k | 576.82 |
| 2024-06-30 | $2.3M | 4.2k | 547.23 |
| 2024-03-31 | $879k | 1.7k | 525.73 |
| 2023-12-31 | $820k | 1.7k | 477.63 |
| 2023-09-30 | $737k | 1.7k | 429.43 |
| 2023-06-30 | $799k | 1.8k | 445.71 |
| 2023-03-31 | $737k | 1.8k | 411.08 |
| 2022-12-31 | $999k | 2.6k | 384.21 |
| 2022-09-30 | $968k | 2.7k | 358.65 |
| 2022-06-30 | $2.8M | 7.3k | 379.20 |
| 2022-03-31 | $3.5M | 7.6k | 453.63 |
| 2021-12-31 | $3.7M | 7.8k | 476.97 |
| 2021-09-30 | $3.4M | 7.8k | 430.79 |
| 2021-06-30 | $3.4M | 7.8k | 429.89 |
| 2021-03-31 | $3.1M | 7.7k | 397.83 |
| 2020-12-31 | $3.1M | 8.1k | 375.40 |