iShares S&P 500 Index shares owned by Pineridge Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Pineridge Advisors
from 13F filings
Historical chart of Pineridge 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 Pineridge Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Pineridge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 3.5k | 669.39 |
| 2025-06-30 | $2.8M | 4.5k | 620.92 |
| 2025-03-31 | $2.5M | 4.4k | 561.84 |
| 2024-12-31 | $2.7M | 4.6k | 588.67 |
| 2024-09-30 | $2.6M | 4.6k | 576.87 |
| 2024-06-30 | $2.8M | 5.1k | 547.24 |
| 2024-03-31 | $2.7M | 5.2k | 525.74 |
| 2023-12-31 | $2.6M | 5.5k | 477.65 |