iShares S&P 500 Index shares owned by Embree Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Embree Financial Group
from 13F filings
Historical chart of Embree Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Embree Financial Group 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 Embree Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 14k | 669.30 |
| 2025-06-30 | $5.8M | 9.4k | 620.91 |
| 2025-03-31 | $1.6M | 2.8k | 561.80 |
| 2024-12-31 | $1.4M | 2.3k | 588.64 |
| 2024-09-30 | $1.3M | 2.3k | 576.73 |
| 2024-06-30 | $1.3M | 2.3k | 547.14 |
| 2024-03-31 | $1.6M | 3.0k | 525.72 |
| 2023-12-31 | $1.1M | 2.4k | 477.66 |