iShares S&P 500 Index shares owned by Private Management Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Private Management Group
from 13F filings
Historical chart of Private Management Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Private Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $598k | 1.0k | 588.68 |
| 2024-09-30 | $483k | 838 | 576.82 |
| 2024-06-30 | $525k | 960 | 547.23 |
| 2024-03-31 | $518k | 985 | 525.73 |
| 2023-12-31 | $254k | 531 | 477.63 |
| 2023-09-30 | $262k | 611 | 429.43 |
| 2023-06-30 | $288k | 646 | 445.71 |
| 2023-03-31 | $307k | 746 | 411.08 |
| 2022-12-31 | $271k | 705 | 384.21 |
| 2022-09-30 | $206k | 574 | 358.65 |
| 2022-06-30 | $1.2M | 3.3k | 379.06 |
| 2022-03-31 | $231k | 509 | 453.83 |
| 2021-12-31 | $222k | 466 | 476.39 |
| 2021-09-30 | $201k | 466 | 431.33 |