Safeguard Financial »

iShares S&P 500 Index shares owned by Safeguard Financial

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Safeguard Financial from 13F filings

Historical chart of Safeguard Financial 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 Safeguard Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Safeguard Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 2.2k 576.83
2024-06-30 $552k 1.0k 547.25
2024-03-31 $531k 1.0k 525.75
2023-12-31 $320k 670 477.66
2023-09-30 $488k 1.1k 429.44
2023-06-30 $328k 737 445.05
2023-03-31 $294k 715 411.19
2022-12-31 $357k 928 384.70
2022-06-30 $227k 599 378.96
2022-03-31 $887k 2.0k 453.94