iShares S&P 500 Index shares owned by Stifel Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $420M | 878k | 477.65 |
| 2023-09-30 | $338M | 787k | 429.44 |
| 2023-06-30 | $315M | 707k | 445.72 |
| 2023-03-31 | $290M | 707k | 411.09 |
| 2022-12-31 | $271M | 705k | 384.22 |
| 2022-09-30 | $219M | 611k | 358.67 |
| 2022-06-30 | $217M | 573k | 379.17 |
| 2022-03-31 | $251M | 552k | 453.70 |
| 2021-12-31 | $236M | 495k | 477.01 |
| 2021-09-30 | $189M | 439k | 430.83 |
| 2021-06-30 | $165M | 384k | 429.94 |
| 2021-03-31 | $149M | 374k | 397.83 |
| 2020-12-31 | $150M | 400k | 375.40 |
| 2020-09-30 | $125M | 371k | 336.07 |
| 2020-06-30 | $113M | 364k | 309.69 |
| 2020-03-31 | $87M | 336k | 258.45 |
| 2019-12-31 | $114M | 352k | 323.44 |
| 2019-09-30 | $97M | 325k | 298.39 |
| 2019-06-30 | $92M | 312k | 294.73 |
| 2019-03-31 | $79M | 277k | 284.60 |
| 2018-12-31 | $48M | 191k | 251.93 |
| 2018-09-30 | $38M | 131k | 292.74 |
| 2018-06-30 | $39M | 142k | 273.12 |
| 2018-03-31 | $75M | 281k | 265.39 |
| 2017-12-31 | $78M | 288k | 268.80 |
| 2017-09-30 | $66M | 260k | 252.96 |
| 2017-06-30 | $64M | 264k | 243.37 |
| 2017-03-31 | $60M | 254k | 237.29 |
| 2016-12-31 | $20M | 88k | 224.83 |
| 2016-09-30 | $16M | 75k | 217.50 |
| 2016-06-30 | $13M | 59k | 210.49 |
| 2016-03-31 | $9.9M | 48k | 206.32 |
| 2015-12-31 | $9.0M | 44k | 204.86 |
| 2015-09-30 | $4.3M | 22k | 192.84 |
| 2015-06-30 | $4.7M | 23k | 205.14 |
| 2015-03-31 | $6.4M | 31k | 207.93 |
| 2014-12-31 | $3.4M | 16k | 206.88 |
| 2014-09-30 | $3.5M | 18k | 198.23 |
| 2014-06-30 | $3.5M | 18k | 197.02 |
| 2014-03-31 | $2.4M | 13k | 188.15 |