iShares S&P 500 Index shares owned by Summit Global Investments
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Summit Global Investments
from 13F filings
Historical chart of Summit Global Investments investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Summit Global Investments consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Summit Global Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $441k | 749 | 588.79 |
| 2024-09-30 | $1.7M | 2.9k | 577.02 |
| 2024-06-30 | $478k | 874 | 546.91 |
| 2024-03-31 | $582k | 1.1k | 525.27 |
| 2023-12-31 | $952k | 2.0k | 477.67 |
| 2022-03-31 | $3.7M | 8.2k | 453.72 |
| 2021-06-30 | $7.1M | 16k | 429.90 |