iShares S&P 500 Index shares owned by Satovsky Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Satovsky Asset Management
from 13F filings
Historical chart of Satovsky Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Satovsky Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $104M | 156k | 669.30 |
| 2025-06-30 | $100M | 161k | 620.90 |
| 2025-03-31 | $92M | 165k | 560.29 |
| 2024-12-31 | $100M | 170k | 586.95 |
| 2024-09-30 | $99M | 172k | 576.82 |
| 2024-06-30 | $95M | 173k | 547.23 |
| 2024-03-31 | $93M | 177k | 525.67 |
| 2023-12-31 | $86M | 180k | 477.63 |
| 2023-09-30 | $80M | 185k | 429.43 |
| 2023-06-30 | $83M | 187k | 445.71 |
| 2023-03-31 | $79M | 191k | 411.08 |
| 2022-12-31 | $74M | 192k | 384.21 |
| 2022-09-30 | $70M | 195k | 358.65 |
| 2022-06-30 | $77M | 204k | 379.15 |
| 2022-03-31 | $95M | 210k | 453.44 |
| 2021-12-31 | $101M | 212k | 476.99 |
| 2021-09-30 | $93M | 216k | 430.82 |
| 2021-06-30 | $90M | 210k | 430.63 |
| 2021-03-31 | $80M | 201k | 398.13 |
| 2020-12-31 | $73M | 194k | 376.63 |