iShares S&P 500 Index shares owned by Sand Hill Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sand Hill Advisors
from 13F filings
Historical chart of Sand Hill Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sand Hill Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $49M | 103k | 477.63 |
| 2023-09-30 | $40M | 93k | 429.43 |
| 2023-06-30 | $41M | 92k | 445.71 |
| 2023-03-31 | $33M | 80k | 411.08 |
| 2022-12-31 | $31M | 81k | 384.21 |
| 2022-09-30 | $32M | 88k | 358.65 |
| 2022-06-30 | $31M | 80k | 379.15 |
| 2022-03-31 | $37M | 82k | 453.69 |
| 2021-12-31 | $40M | 83k | 476.98 |
| 2021-09-30 | $36M | 84k | 430.83 |
| 2021-06-30 | $37M | 86k | 429.92 |
| 2021-03-31 | $33M | 83k | 397.82 |
| 2020-12-31 | $26M | 70k | 375.39 |
| 2020-09-30 | $24M | 73k | 336.06 |
| 2020-06-30 | $23M | 74k | 309.70 |
| 2020-03-31 | $22M | 84k | 258.40 |
| 2019-12-31 | $21M | 66k | 323.24 |
| 2019-09-30 | $19M | 64k | 298.51 |
| 2019-06-30 | $17M | 57k | 294.76 |
| 2019-03-31 | $19M | 68k | 284.56 |
| 2018-12-31 | $17M | 68k | 251.60 |
| 2018-09-30 | $19M | 64k | 292.73 |
| 2018-06-30 | $17M | 64k | 273.04 |
| 2018-03-31 | $297k | 1.1k | 265.42 |
| 2017-12-31 | $18M | 67k | 268.85 |
| 2017-09-30 | $20M | 78k | 252.93 |
| 2017-06-30 | $20M | 80k | 243.42 |
| 2017-03-31 | $19M | 81k | 237.27 |
| 2016-12-31 | $18M | 79k | 225.00 |
| 2016-09-30 | $17M | 79k | 217.56 |
| 2016-06-30 | $17M | 79k | 210.50 |
| 2016-03-31 | $15M | 73k | 206.66 |
| 2015-12-31 | $15M | 73k | 204.87 |
| 2015-09-30 | $12M | 61k | 192.72 |
| 2015-06-30 | $12M | 57k | 207.23 |
| 2015-03-31 | $12M | 57k | 207.83 |
| 2014-12-31 | $11M | 54k | 206.88 |
| 2014-09-30 | $14M | 69k | 198.26 |
| 2014-06-30 | $6.9M | 35k | 196.99 |
| 2014-03-31 | $6.5M | 35k | 188.13 |
| 2013-12-31 | $6.5M | 35k | 185.66 |
| 2013-09-30 | $11M | 67k | 168.90 |
| 2013-06-30 | $5.6M | 35k | 160.87 |
| 2013-03-31 | $5.5M | 35k | 157.37 |
| 2012-12-31 | $17M | 118k | 143.14 |
| 2012-09-30 | $8.4M | 58k | 144.39 |
| 2012-06-30 | $10M | 74k | 136.75 |
| 2011-12-31 | $202k | 1.6k | 126.25 |