iShares S&P 500 Index shares owned by Ellerson Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ellerson Group
from 13F filings
Historical chart of Ellerson Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Ellerson Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $301k | 450 | 669.30 |
| 2025-06-30 | $253k | 450 | 561.90 |
| 2025-03-31 | $253k | 450 | 561.90 |
| 2024-12-31 | $265k | 450 | 588.68 |
| 2024-09-30 | $260k | 450 | 576.82 |
| 2024-06-30 | $205k | 375 | 547.23 |
| 2024-03-31 | $237k | 450 | 525.73 |
| 2023-12-31 | $215k | 450 | 477.63 |
| 2023-09-30 | $193k | 450 | 429.43 |
| 2023-06-30 | $266k | 597 | 445.71 |
| 2023-03-31 | $5.7M | 34k | 169.93 |
| 2022-12-31 | $258k | 672 | 383.93 |