iShares S&P 500 Index shares owned by Key Client Fiduciary Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Key Client Fiduciary Advisors
from 13F filings
Historical chart of Key Client Fiduciary Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Key Client Fiduciary Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $674k | 1.0k | 669.51 |
| 2025-06-30 | $613k | 988 | 620.62 |
| 2025-03-31 | $564k | 1.0k | 561.78 |
| 2024-12-31 | $601k | 1.0k | 588.70 |
| 2024-09-30 | $592k | 1.0k | 576.91 |
| 2024-06-30 | $568k | 1.0k | 547.36 |
| 2024-03-31 | $601k | 1.1k | 525.52 |
| 2023-12-31 | $640k | 1.3k | 477.48 |
| 2023-09-30 | $549k | 1.3k | 429.50 |
| 2023-06-30 | $561k | 1.3k | 445.78 |
| 2023-03-31 | $521k | 1.3k | 411.14 |
| 2022-12-31 | $443k | 1.2k | 384.15 |
| 2022-09-30 | $403k | 1.1k | 358.54 |
| 2022-06-30 | $426k | 1.1k | 379.00 |
| 2022-03-31 | $453k | 998 | 453.91 |
| 2021-12-31 | $476k | 997 | 477.43 |
More positions owned by Key Client Fiduciary Advisors
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