Palisades Hudson Asset Management »

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

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Quarterly reported holdings in iShares S&P 500 Index by Palisades Hudson Asset Management

Quarter filed Position value Share count Share price at filing
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

iShares Tr Sp Smcp600vl Etf (IJS)
SPDR S&P 500 ETF Tr TR Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
iShares Tr Sp Smcp600gr Etf (IJT)
iShares Tr Core S&P 500 ETF (IVV)
iShares Tr Core S&P SCP ETF (IJR)
iShares Tr Core MSCI Euro (IEUR)
iShares MSCI Japan ETF (EWJ)
JP Morgan Exchange Traded Fund Betbuld Japan
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
SPDR S&P Small Cap Value S&P 600 Smcp Val (SLYV)
Apple (AAPL)
iShares MSCI Aust ETF (EWA)
iShares Gold Trust iShares (IAU)
Microsoft Corporation (MSFT)

View all positions for Palisades Hudson Asset Management

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