iShares S&P 500 Index shares owned by Sigma Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $72M | 150k | 477.63 |
| 2023-09-30 | $139M | 324k | 429.43 |
| 2023-06-30 | $147M | 330k | 445.71 |
| 2023-03-31 | $142M | 346k | 411.08 |
| 2022-12-31 | $129M | 335k | 384.21 |
| 2022-09-30 | $122M | 340k | 358.65 |
| 2022-06-30 | $122M | 321k | 379.15 |
| 2022-03-31 | $151M | 332k | 453.69 |
| 2021-12-31 | $156M | 327k | 476.99 |
| 2021-09-30 | $129M | 298k | 430.82 |
| 2021-06-30 | $127M | 296k | 429.92 |
| 2021-03-31 | $114M | 287k | 397.82 |
| 2020-12-31 | $104M | 277k | 375.39 |
| 2020-09-30 | $89M | 264k | 336.06 |
| 2020-06-30 | $84M | 270k | 309.69 |
| 2020-03-31 | $68M | 265k | 258.40 |
| 2019-12-31 | $93M | 289k | 323.24 |
| 2019-09-30 | $92M | 309k | 298.52 |
| 2019-06-30 | $91M | 307k | 294.75 |
| 2019-03-31 | $86M | 303k | 284.56 |
| 2018-12-31 | $81M | 321k | 251.61 |
| 2018-09-30 | $84M | 287k | 292.73 |
| 2018-06-30 | $76M | 279k | 273.05 |
| 2018-03-31 | $77M | 288k | 265.37 |
| 2017-12-31 | $72M | 268k | 268.85 |
| 2017-09-30 | $78M | 308k | 252.93 |
| 2017-06-30 | $60M | 248k | 243.41 |
| 2017-03-31 | $46M | 194k | 237.27 |
| 2016-12-31 | $37M | 165k | 224.99 |
| 2016-09-30 | $37M | 168k | 217.56 |
| 2016-06-30 | $25M | 120k | 210.50 |
| 2016-03-31 | $26M | 123k | 206.65 |
| 2015-12-31 | $28M | 136k | 204.87 |
| 2015-09-30 | $33M | 172k | 192.71 |
| 2015-06-30 | $28M | 137k | 207.22 |
| 2015-03-31 | $30M | 144k | 207.83 |
| 2014-12-31 | $25M | 122k | 206.87 |