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iShares S&P 500 Index shares owned by Oxbow Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Oxbow Advisors from 13F filings

Historical chart of Oxbow Advisors 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 Oxbow Advisors 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 Oxbow Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $282k 421 669.30
2025-06-30 $265k 426 620.90
2025-03-31 $242k 430 561.90
2024-12-31 $266k 452 588.68
2024-09-30 $261k 452 576.82
2024-06-30 $247k 452 547.23
2024-03-31 $238k 452 525.73
2023-12-31 $266k 556 477.63
2018-12-31 $240k 954 251.57