iShares S&P 500 Index shares owned by Sovereign Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sovereign Investment Advisors
from 13F filings
Historical chart of Sovereign Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sovereign Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $34M | 71k | 477.63 |
| 2024-03-31 | $38M | 71k | 525.73 |
| 2023-12-31 | $34M | 71k | 477.63 |
| 2023-09-30 | $30M | 71k | 429.43 |
| 2023-06-30 | $32M | 71k | 445.71 |
| 2023-03-31 | $29M | 70k | 411.08 |
| 2022-12-31 | $27M | 70k | 384.21 |
| 2022-09-30 | $25M | 69k | 358.65 |
| 2022-06-30 | $26M | 69k | 379.15 |
| 2022-03-31 | $53M | 117k | 453.69 |
| 2021-12-31 | $56M | 116k | 476.99 |
| 2021-09-30 | $50M | 116k | 430.82 |
| 2021-06-30 | $52M | 122k | 429.92 |
| 2021-03-31 | $48M | 121k | 397.82 |
| 2020-12-31 | $45M | 121k | 375.39 |
| 2020-09-30 | $41M | 121k | 336.06 |
| 2020-06-30 | $37M | 120k | 309.69 |
| 2020-03-31 | $30M | 116k | 258.40 |
| 2019-12-31 | $38M | 116k | 323.24 |
More positions owned by Sovereign Investment Advisors
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