iShares S&P 500 Index shares owned by Sequent Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sequent Asset Management
from 13F filings
Historical chart of Sequent Asset Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Sequent Asset Management 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 Sequent Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $524k | 909 | 576.82 |
| 2024-06-30 | $497k | 909 | 547.23 |
| 2024-03-31 | $478k | 909 | 525.85 |
| 2023-12-31 | $434k | 909 | 477.63 |
| 2023-09-30 | $390k | 909 | 429.43 |
| 2023-06-30 | $405k | 909 | 445.71 |
| 2023-03-31 | $374k | 909 | 411.44 |
| 2022-12-31 | $349k | 909 | 383.94 |