iShares S&P 500 Index shares owned by Sanders Morris Harris
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sanders Morris Harris
from 13F filings
Historical chart of Sanders Morris Harris investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sanders Morris Harris
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 4.1k | 576.82 |
| 2024-06-30 | $2.3M | 4.1k | 547.23 |
| 2023-12-31 | $1.4M | 3.0k | 475.92 |
| 2023-09-30 | $342k | 797 | 429.43 |
| 2023-06-30 | $711k | 1.6k | 446.03 |
| 2023-03-31 | $326k | 793 | 411.08 |
| 2022-09-30 | $287k | 800 | 358.75 |
| 2022-06-30 | $2.0M | 5.1k | 382.70 |
| 2022-03-31 | $2.3M | 5.1k | 453.71 |
| 2021-12-31 | $381k | 800 | 476.25 |
| 2021-09-30 | $357k | 830 | 430.12 |
| 2021-06-30 | $2.2M | 5.0k | 433.88 |
| 2021-03-31 | $18M | 45k | 408.12 |
| 2020-12-31 | $17M | 46k | 381.07 |
| 2020-09-30 | $1.8M | 5.0k | 348.86 |
| 2020-06-30 | $262k | 845 | 310.06 |
| 2019-12-31 | $308k | 1.1k | 291.94 |
| 2019-09-30 | $303k | 1.0k | 297.06 |
| 2019-06-30 | $301k | 1.0k | 295.10 |
| 2019-03-31 | $251k | 880 | 285.23 |
| 2018-12-31 | $269k | 1.1k | 251.40 |
| 2018-09-30 | $318k | 318 | 1000.00 |
| 2018-06-30 | $303k | 1.1k | 272.97 |
| 2018-03-31 | $200k | 755 | 264.90 |
| 2016-03-31 | $1.7M | 8.0k | 206.61 |