iShares S&P 500 Index shares owned by Strategic Investment Advisors / MI
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Strategic Investment Advisors / MI
from 13F filings
Historical chart of Strategic Investment Advisors / MI investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Strategic Investment Advisors / MI
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $710k | 65 | 10918.45 |
| 2025-06-30 | $705k | 1.1k | 620.84 |
| 2025-03-31 | $579k | 1.0k | 562.02 |
| 2024-12-31 | $1.6M | 2.7k | 588.60 |
| 2024-09-30 | $1.1M | 2.0k | 576.68 |
| 2024-06-30 | $1.2M | 2.1k | 547.27 |
| 2024-03-31 | $1.5M | 2.9k | 525.70 |
| 2023-12-31 | $2.0M | 4.1k | 477.66 |
| 2023-09-30 | $692k | 1.6k | 429.51 |
| 2023-03-31 | $629k | 1.5k | 411.07 |
| 2022-12-31 | $618k | 1.6k | 384.29 |
| 2022-09-30 | $1.2M | 3.5k | 358.51 |
| 2022-06-30 | $457k | 1.2k | 378.94 |
| 2022-03-31 | $545k | 1.2k | 453.41 |
| 2021-12-31 | $571k | 1.2k | 476.63 |
| 2021-09-30 | $514k | 1.2k | 430.49 |
| 2021-06-30 | $509k | 1.2k | 429.90 |
| 2021-03-31 | $599k | 1.5k | 398.27 |
| 2019-03-31 | $424k | 1.5k | 284.37 |
| 2018-12-31 | $308k | 1.2k | 251.84 |
More positions owned by Strategic Investment Advisors / MI
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