iShares S&P 500 Index shares owned by Palisades Hudson Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Palisades Hudson Asset Management
from 13F filings
Historical chart of Palisades Hudson Asset Management 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 Palisades Hudson Asset Management 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 Palisades Hudson Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 29k | 669.30 |
| 2025-06-30 | $18M | 29k | 620.90 |
| 2025-03-31 | $12M | 22k | 561.89 |
| 2024-12-31 | $13M | 23k | 588.71 |
| 2024-09-30 | $13M | 23k | 576.82 |
| 2024-06-30 | $13M | 24k | 547.26 |
| 2024-03-31 | $13M | 25k | 525.74 |
| 2023-12-31 | $12M | 26k | 477.63 |
| 2023-09-30 | $11M | 26k | 429.43 |
| 2023-06-30 | $12M | 27k | 445.73 |
| 2023-03-31 | $12M | 30k | 411.08 |
| 2022-12-31 | $13M | 35k | 384.22 |
| 2022-09-30 | $12M | 35k | 358.65 |
| 2022-06-30 | $15M | 39k | 379.16 |
| 2022-03-31 | $21M | 45k | 453.69 |
| 2021-12-31 | $26M | 54k | 476.98 |
| 2021-09-30 | $23M | 54k | 430.83 |
| 2021-06-30 | $25M | 59k | 429.93 |
| 2021-03-31 | $24M | 59k | 397.82 |
| 2020-12-31 | $23M | 60k | 375.39 |
| 2020-09-30 | $20M | 60k | 336.07 |
| 2020-06-30 | $20M | 64k | 309.69 |
| 2020-03-31 | $17M | 65k | 258.41 |
| 2019-12-31 | $21M | 64k | 323.24 |
| 2019-09-30 | $20M | 66k | 298.52 |
| 2019-06-30 | $20M | 68k | 294.75 |
| 2019-03-31 | $20M | 71k | 284.55 |
| 2018-12-31 | $18M | 71k | 251.61 |
| 2018-09-30 | $20M | 67k | 292.73 |
| 2018-06-30 | $20M | 73k | 273.05 |
| 2018-03-31 | $21M | 79k | 265.37 |
| 2017-12-31 | $18M | 68k | 268.86 |
| 2017-09-30 | $18M | 72k | 252.92 |
| 2017-06-30 | $18M | 74k | 243.41 |
| 2017-03-31 | $12M | 50k | 237.27 |
| 2016-12-31 | $11M | 49k | 224.99 |
| 2016-09-30 | $11M | 52k | 217.56 |
| 2016-06-30 | $11M | 53k | 210.51 |
| 2016-03-31 | $15M | 71k | 206.65 |
| 2015-12-31 | $12M | 58k | 204.87 |
| 2015-09-30 | $12M | 62k | 192.71 |
| 2015-06-30 | $13M | 62k | 207.22 |
| 2015-03-31 | $21M | 99k | 207.83 |
| 2014-12-31 | $22M | 108k | 206.87 |
| 2014-09-30 | $22M | 113k | 198.26 |
| 2014-06-30 | $25M | 125k | 197.00 |
| 2014-03-31 | $24M | 128k | 188.14 |
| 2013-12-31 | $26M | 141k | 185.65 |
| 2013-09-30 | $26M | 152k | 168.90 |
| 2013-06-30 | $25M | 152k | 160.88 |
More positions owned by Palisades Hudson Asset Management
View all positions for Palisades Hudson Asset Management