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iShares S&P 500 Index shares owned by Eagle Global Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Eagle Global Advisors from 13F filings

Historical chart of Eagle Global Advisors 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 Eagle Global Advisors 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 Eagle Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $552k 824 669.30
2025-06-30 $519k 836 620.90
2025-03-31 $479k 852 561.90
2024-12-31 $407k 692 588.68
2024-09-30 $330k 572 576.82
2024-06-30 $313k 572 547.23
2024-03-31 $211k 402 525.73
2022-09-30 $273k 762 358.27
2022-06-30 $293k 772 379.53
2022-03-31 $382k 842 453.68
2021-12-31 $244k 512 476.56
2021-09-30 $221k 512 431.64
2021-06-30 $221k 515 429.13
2021-03-31 $205k 515 398.06
2019-03-31 $474k 1.7k 284.68
2018-12-31 $627k 2.5k 251.81