iShares S&P 500 Index shares owned by Institutional & Family Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Institutional & Family Asset Management
from 13F filings
Historical chart of Institutional & Family Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Institutional & Family Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $11M | 20k | 547.22 |
| 2024-03-31 | $11M | 21k | 525.74 |
| 2023-12-31 | $9.9M | 21k | 477.62 |
| 2023-09-30 | $8.9M | 21k | 429.44 |
| 2023-06-30 | $9.4M | 21k | 445.71 |
| 2023-03-31 | $9.1M | 22k | 411.07 |
| 2022-12-31 | $12M | 31k | 384.21 |
| 2022-09-30 | $11M | 30k | 358.65 |
| 2022-06-30 | $13M | 34k | 379.15 |
| 2022-03-31 | $15M | 33k | 453.68 |
| 2021-12-31 | $16M | 34k | 476.99 |
| 2021-09-30 | $16M | 37k | 430.83 |
| 2021-06-30 | $16M | 38k | 429.91 |
| 2021-03-31 | $16M | 39k | 397.81 |
| 2020-12-31 | $15M | 41k | 375.40 |
| 2020-09-30 | $13M | 39k | 336.06 |
| 2020-06-30 | $12M | 39k | 309.68 |
| 2020-03-31 | $9.9M | 38k | 258.39 |
| 2019-12-31 | $12M | 38k | 323.23 |
| 2019-09-30 | $11M | 38k | 298.51 |
| 2019-06-30 | $12M | 42k | 294.74 |
| 2019-03-31 | $12M | 43k | 284.56 |
| 2018-12-31 | $11M | 44k | 251.60 |
| 2018-09-30 | $14M | 46k | 292.72 |
| 2018-06-30 | $12M | 43k | 273.06 |
| 2018-03-31 | $9.1M | 34k | 265.38 |
| 2017-12-31 | $601k | 2.2k | 268.90 |
| 2017-09-30 | $550k | 2.2k | 252.76 |
| 2017-06-30 | $396k | 1.6k | 243.69 |
| 2017-03-31 | $303k | 1.3k | 237.09 |
| 2016-12-31 | $354k | 1.6k | 225.19 |
More positions owned by Institutional & Family Asset Management
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