iShares S&P 500 Index shares owned by Heritage Family Offices
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 8.9k | 669.31 |
| 2025-06-30 | $7.3M | 13k | 558.10 |
| 2025-03-31 | $7.4M | 13k | 561.88 |
| 2024-12-31 | $7.5M | 13k | 588.69 |
| 2024-09-30 | $7.5M | 13k | 576.81 |
| 2024-06-30 | $7.7M | 14k | 547.24 |