Signature Estate and Investment Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Signature Estate and Investment Advisors

Quarter filed Position value Share count Share price at filing
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