iShares S&P 500 Index shares owned by Signature Estate and Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Signature Estate and Investment Advisors
from 13F filings
Historical chart of Signature Estate and Investment Advisors investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Signature Estate and Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Signature Estate and Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 26k | 669.30 |
| 2025-06-30 | $17M | 27k | 620.89 |
| 2025-03-31 | $15M | 27k | 561.89 |
| 2024-12-31 | $16M | 27k | 588.68 |
| 2024-09-30 | $17M | 29k | 576.83 |
| 2024-06-30 | $16M | 29k | 547.23 |
| 2024-03-31 | $968k | 1.8k | 525.73 |
| 2023-12-31 | $0 | 1.1k | 0.00 |
| 2023-09-30 | $385k | 898 | 428.90 |
| 2023-06-30 | $413k | 926 | 445.42 |
| 2023-03-31 | $420k | 1.0k | 410.77 |
| 2022-12-31 | $289k | 752 | 383.87 |
| 2022-09-30 | $351k | 979 | 358.83 |
| 2022-06-30 | $491k | 1.3k | 378.74 |
| 2022-03-31 | $236k | 518 | 454.55 |
| 2021-12-31 | $249k | 523 | 476.35 |
| 2021-03-31 | $404k | 1.0k | 398.16 |
| 2019-12-31 | $127k | 393 | 323.16 |
| 2019-09-30 | $117k | 393 | 297.71 |
| 2019-06-30 | $172k | 585 | 294.02 |
| 2019-03-31 | $1.1M | 4.0k | 284.50 |
| 2018-12-31 | $995k | 4.0k | 251.64 |
| 2018-09-30 | $1.3M | 4.4k | 292.78 |
| 2018-06-30 | $344k | 1.3k | 272.80 |
| 2018-03-31 | $1.0M | 3.9k | 265.46 |
| 2017-12-31 | $951k | 3.5k | 268.72 |
| 2017-09-30 | $928k | 3.7k | 252.93 |
| 2017-06-30 | $805k | 3.3k | 243.50 |
| 2017-03-31 | $566k | 2.4k | 237.42 |
| 2016-12-31 | $396k | 1.8k | 224.87 |
| 2016-09-30 | $259k | 1.2k | 217.65 |
| 2016-06-30 | $195k | 924 | 211.04 |
| 2016-03-31 | $118k | 569 | 207.38 |
More positions owned by Signature Estate and Investment Advisors
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