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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

Tip: Access up to 7 years of quarterly data

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
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

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