iShares S&P 500 Index shares owned by Family Management Corporation
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Family Management Corporation
from 13F filings
Historical chart of Family Management Corporation investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Family Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 5.0k | 669.29 |
| 2025-06-30 | $3.2M | 5.1k | 620.95 |
| 2025-03-31 | $2.5M | 4.5k | 561.86 |
| 2024-12-31 | $2.6M | 4.4k | 588.69 |
| 2024-09-30 | $2.4M | 4.2k | 576.88 |
| 2024-06-30 | $2.3M | 4.2k | 547.22 |
| 2024-03-31 | $2.2M | 4.2k | 525.72 |
| 2023-12-31 | $2.0M | 4.2k | 477.59 |
| 2023-09-30 | $1.8M | 4.3k | 429.39 |
| 2023-06-30 | $2.0M | 4.4k | 445.67 |
| 2023-03-31 | $1.9M | 4.6k | 411.10 |
| 2022-12-31 | $2.3M | 6.0k | 384.21 |
| 2022-09-30 | $2.1M | 5.9k | 358.68 |
| 2022-06-30 | $2.2M | 5.9k | 379.10 |
| 2022-03-31 | $2.5M | 5.5k | 453.72 |
| 2021-12-31 | $2.6M | 5.6k | 476.94 |
| 2021-09-30 | $2.4M | 5.5k | 430.79 |
| 2021-06-30 | $2.4M | 5.5k | 429.84 |
| 2021-03-31 | $2.2M | 5.5k | 397.72 |
| 2020-12-31 | $2.2M | 5.9k | 375.43 |
More positions owned by Family Management Corporation
View all positions for Family Management Corporation