iShares S&P 500 Index shares owned by SageView Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by SageView Advisory Group 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 SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.7M | 17k | 576.83 |
| 2024-06-30 | $12M | 22k | 547.22 |
| 2024-03-31 | $4.2M | 8.1k | 525.73 |
| 2023-12-31 | $19M | 39k | 493.30 |
| 2023-09-30 | $14M | 32k | 429.43 |
| 2023-06-30 | $16M | 37k | 445.71 |
| 2023-03-31 | $13M | 32k | 411.08 |
| 2022-12-31 | $15M | 38k | 384.21 |