iShares S&P 500 Index shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Sage Mountain Advisors 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 Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 4.3k | 576.82 |
| 2024-06-30 | $2.4M | 4.3k | 547.23 |
| 2024-03-31 | $2.0M | 3.9k | 525.73 |
| 2023-12-31 | $1.9M | 4.0k | 477.63 |
| 2023-09-30 | $1.5M | 3.6k | 429.43 |
| 2023-06-30 | $1.6M | 3.6k | 445.71 |
| 2023-03-31 | $1.0M | 2.5k | 411.08 |
| 2022-12-31 | $946k | 2.5k | 384.21 |
| 2022-09-30 | $887k | 2.5k | 358.53 |
| 2022-06-30 | $947k | 2.5k | 379.10 |
| 2022-03-31 | $950k | 2.1k | 453.89 |
| 2021-12-31 | $998k | 2.1k | 476.83 |
| 2021-09-30 | $943k | 2.2k | 430.79 |
| 2021-06-30 | $941k | 2.2k | 429.88 |
| 2021-03-31 | $582k | 1.5k | 398.08 |
| 2020-12-31 | $505k | 1.3k | 375.19 |