iShares S&P 500 Index shares owned by Edgemoor Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Edgemoor Investment Advisors
from 13F filings
Historical chart of Edgemoor Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Edgemoor Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 9.5k | 669.30 |
| 2025-06-30 | $4.5M | 7.3k | 620.90 |
| 2025-03-31 | $4.1M | 7.3k | 561.90 |
| 2024-12-31 | $4.3M | 7.3k | 588.68 |
| 2024-09-30 | $4.2M | 7.3k | 576.82 |
| 2024-06-30 | $3.8M | 6.9k | 547.23 |
| 2024-03-31 | $3.6M | 6.8k | 525.73 |
| 2023-12-31 | $3.2M | 6.8k | 477.63 |
| 2023-09-30 | $1.9M | 4.5k | 429.43 |
| 2023-06-30 | $533k | 1.2k | 445.71 |
| 2023-03-31 | $444k | 1.1k | 411.08 |
| 2022-12-31 | $742k | 1.9k | 384.21 |
| 2022-09-30 | $387k | 1.1k | 358.67 |
| 2022-06-30 | $409k | 1.1k | 379.05 |
| 2022-03-31 | $426k | 940 | 453.19 |
| 2021-12-31 | $389k | 815 | 477.30 |
| 2021-09-30 | $351k | 815 | 430.67 |
| 2021-06-30 | $350k | 815 | 429.45 |
| 2021-03-31 | $324k | 815 | 397.55 |
| 2020-12-31 | $296k | 788 | 375.63 |
| 2020-09-30 | $265k | 788 | 336.29 |
| 2020-06-30 | $219k | 706 | 310.20 |
| 2019-12-31 | $228k | 706 | 322.95 |
| 2019-09-30 | $211k | 706 | 298.87 |
| 2017-09-30 | $392k | 1.6k | 252.90 |
| 2017-06-30 | $365k | 1.5k | 243.50 |
| 2015-12-31 | $207k | 1.0k | 204.75 |
| 2015-09-30 | $422k | 2.2k | 192.87 |
| 2015-06-30 | $450k | 2.2k | 207.37 |
| 2015-03-31 | $451k | 2.2k | 207.83 |
| 2014-12-31 | $449k | 2.2k | 206.91 |
| 2014-09-30 | $227k | 1.1k | 198.08 |
| 2014-06-30 | $226k | 1.1k | 197.21 |
More positions owned by Edgemoor Investment Advisors
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