iShares S&P 500 Index shares owned by First Foundation Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $131M | 239k | 547.23 |
| 2024-03-31 | $113M | 214k | 525.73 |
| 2023-12-31 | $86M | 179k | 477.63 |
| 2023-09-30 | $55M | 128k | 429.43 |
| 2023-06-30 | $56M | 125k | 445.71 |
| 2023-03-31 | $54M | 132k | 411.08 |
| 2022-12-31 | $48M | 124k | 384.21 |
| 2022-09-30 | $30M | 82k | 358.64 |
| 2022-06-30 | $34M | 89k | 379.15 |
| 2022-03-31 | $35M | 77k | 453.68 |
| 2021-12-31 | $44M | 91k | 476.99 |
| 2021-09-30 | $27M | 62k | 430.82 |
| 2021-06-30 | $26M | 60k | 429.92 |
| 2021-03-31 | $22M | 55k | 397.82 |
| 2020-12-31 | $20M | 53k | 375.38 |
| 2020-09-30 | $15M | 44k | 336.06 |
| 2020-06-30 | $15M | 47k | 309.69 |
| 2020-03-31 | $13M | 48k | 258.39 |
| 2019-12-31 | $23M | 72k | 323.24 |
| 2019-09-30 | $12M | 41k | 298.52 |
| 2019-06-30 | $12M | 41k | 294.74 |
| 2019-03-31 | $11M | 38k | 284.55 |
| 2018-12-31 | $26M | 102k | 251.61 |
| 2018-09-30 | $3.3M | 11k | 292.70 |
| 2018-06-30 | $2.4M | 8.8k | 273.05 |
| 2018-03-31 | $2.0M | 7.4k | 265.40 |
| 2017-12-31 | $2.1M | 7.6k | 268.89 |
| 2017-09-30 | $1.3M | 5.1k | 252.94 |
| 2017-06-30 | $1.1M | 4.4k | 243.42 |
| 2017-03-31 | $1.0M | 4.4k | 237.34 |
| 2016-12-31 | $2.6M | 12k | 224.97 |
| 2016-09-30 | $1.2M | 5.4k | 217.58 |
| 2016-06-30 | $1.2M | 5.8k | 210.48 |
| 2016-03-31 | $865k | 4.2k | 206.59 |
| 2015-12-31 | $1.0M | 5.0k | 204.89 |
| 2014-12-31 | $241k | 1.2k | 206.69 |
| 2012-12-31 | $2.9M | 20k | 143.13 |
| 2011-12-31 | $440k | 3.5k | 125.93 |