iShares S&P 500 Index shares owned by Family Firm
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Family Firm
from 13F filings
Historical chart of Family Firm investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Family Firm
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 25k | 525.73 |
| 2023-12-31 | $12M | 26k | 477.63 |
| 2023-09-30 | $11M | 26k | 429.43 |
| 2023-06-30 | $12M | 26k | 445.71 |
| 2023-03-31 | $11M | 27k | 411.08 |
| 2022-12-31 | $10M | 27k | 384.20 |
| 2022-09-30 | $9.8M | 27k | 358.66 |
| 2022-06-30 | $14M | 28k | 477.01 |
| 2022-03-31 | $14M | 28k | 477.01 |
| 2021-12-31 | $14M | 28k | 477.01 |
| 2021-09-30 | $13M | 29k | 454.25 |
| 2021-06-30 | $13M | 29k | 429.91 |
| 2021-03-31 | $12M | 29k | 397.83 |
| 2020-12-31 | $11M | 30k | 377.12 |
| 2020-09-30 | $11M | 31k | 336.07 |
| 2020-06-30 | $9.7M | 31k | 309.69 |
| 2020-03-31 | $8.1M | 32k | 258.40 |
| 2019-12-31 | $10M | 32k | 323.25 |
| 2019-09-30 | $9.5M | 32k | 298.52 |
| 2019-06-30 | $9.5M | 32k | 294.75 |
| 2019-03-31 | $9.2M | 32k | 284.55 |
| 2018-12-31 | $8.5M | 34k | 251.60 |
| 2018-09-30 | $9.9M | 34k | 292.74 |
| 2018-06-30 | $9.3M | 34k | 273.06 |
| 2018-03-31 | $9.0M | 34k | 265.37 |
| 2017-12-31 | $9.4M | 35k | 268.85 |
| 2017-09-30 | $8.8M | 35k | 252.93 |
| 2017-06-30 | $8.5M | 35k | 243.41 |
| 2017-03-31 | $8.7M | 37k | 237.26 |
| 2016-12-31 | $8.6M | 38k | 224.99 |
| 2016-09-30 | $8.5M | 39k | 217.57 |
| 2016-06-30 | $8.5M | 40k | 210.51 |
| 2016-03-31 | $8.2M | 40k | 206.64 |
| 2015-12-31 | $8.1M | 40k | 204.88 |
| 2015-09-30 | $8.5M | 44k | 192.71 |
| 2015-06-30 | $9.4M | 45k | 207.22 |
| 2015-03-31 | $9.6M | 46k | 207.82 |
| 2014-12-31 | $9.5M | 46k | 206.88 |