iShares S&P 500 Index shares owned by Private Client Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Private Client Services
from 13F filings
Historical chart of Private Client Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Private Client Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 46k | 669.30 |
| 2025-06-30 | $22M | 36k | 620.90 |
| 2025-03-31 | $13M | 24k | 561.89 |
| 2024-12-31 | $9.2M | 16k | 588.69 |
| 2024-09-30 | $11M | 19k | 576.81 |
| 2024-06-30 | $9.8M | 18k | 547.22 |
| 2024-03-31 | $9.1M | 17k | 525.74 |
| 2023-12-31 | $5.8M | 12k | 477.65 |