iShares S&P 500 Index shares owned by Okabena Investment Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Okabena Investment Services
from 13F filings
Historical chart of Okabena Investment Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Okabena Investment Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Okabena Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 50k | 669.30 |
| 2025-06-30 | $31M | 50k | 620.90 |
| 2025-03-31 | $8.2M | 15k | 561.90 |
| 2024-12-31 | $8.2M | 14k | 588.68 |
| 2024-09-30 | $8.0M | 14k | 576.82 |
| 2024-06-30 | $6.5M | 12k | 547.23 |
| 2024-03-31 | $6.3M | 12k | 525.73 |
| 2023-12-31 | $5.7M | 12k | 477.63 |
| 2023-09-30 | $1.0M | 2.4k | 429.43 |
| 2023-06-30 | $1.1M | 2.4k | 445.71 |
| 2023-03-31 | $990k | 2.4k | 411.08 |
| 2022-12-31 | $926k | 2.4k | 384.21 |
| 2022-09-30 | $4.3M | 12k | 358.64 |
| 2022-06-30 | $4.2M | 11k | 379.12 |
| 2022-03-31 | $5.5M | 12k | 453.66 |
| 2021-12-31 | $5.8M | 12k | 477.01 |
| 2020-03-31 | $20k | 79 | 253.16 |
| 2019-12-31 | $26k | 79 | 329.11 |
More positions owned by Okabena Investment Services
View all positions for Okabena Investment Services