iShares S&P 500 Index shares owned by Colony Family Offices
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Colony Family Offices
from 13F filings
Historical chart of Colony Family Offices investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Colony Family Offices 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 Colony Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 7.4k | 669.30 |
| 2025-06-30 | $9.1M | 15k | 620.90 |
| 2025-03-31 | $4.2M | 7.5k | 561.90 |
| 2024-12-31 | $4.0M | 6.7k | 588.68 |
| 2024-09-30 | $3.4M | 5.8k | 576.82 |
| 2024-06-30 | $2.4M | 4.3k | 547.23 |
| 2024-03-31 | $2.5M | 4.7k | 525.73 |
| 2023-12-31 | $2.2M | 4.7k | 477.63 |
| 2023-09-30 | $2.1M | 4.8k | 431.42 |
| 2023-06-30 | $2.2M | 4.8k | 445.71 |
| 2023-03-31 | $4.1M | 9.9k | 411.08 |
| 2022-12-31 | $3.8M | 9.9k | 384.21 |
| 2022-09-30 | $3.9M | 11k | 358.64 |
| 2022-06-30 | $3.0k | 8 | 375.00 |
| 2022-03-31 | $4.0k | 9 | 444.44 |
| 2021-12-31 | $388k | 814 | 476.66 |
| 2021-09-30 | $4.0k | 9 | 444.44 |
| 2021-06-30 | $4.0k | 10 | 400.00 |
| 2021-03-31 | $919k | 2.3k | 397.84 |
| 2020-12-31 | $117k | 312 | 375.00 |