iShares S&P 500 Index shares owned by Sun Life Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sun Life Financial
from 13F filings
Historical chart of Sun Life Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sun Life Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $311M | 465k | 669.29 |
| 2025-06-30 | $288M | 465k | 620.87 |
| 2025-03-31 | $261M | 465k | 561.90 |
| 2024-12-31 | $310M | 527k | 588.65 |
| 2024-09-30 | $304M | 527k | 576.83 |
| 2024-06-30 | $292M | 534k | 547.22 |
| 2024-03-31 | $290M | 551k | 525.72 |
| 2023-12-31 | $55k | 26k | 2.09 |
| 2023-09-30 | $23M | 55k | 429.44 |
| 2023-06-30 | $24M | 55k | 445.71 |
| 2023-03-31 | $21M | 51k | 411.08 |
| 2022-12-31 | $20M | 51k | 384.21 |
| 2022-09-30 | $18M | 51k | 358.64 |
| 2022-06-30 | $19M | 51k | 379.15 |
| 2022-03-31 | $18M | 39k | 453.69 |
| 2021-12-31 | $14M | 30k | 476.99 |
| 2021-09-30 | $13M | 30k | 430.82 |
| 2021-06-30 | $13M | 30k | 429.91 |
| 2021-03-31 | $12M | 30k | 397.80 |
| 2020-12-31 | $11M | 30k | 375.40 |
| 2020-09-30 | $9.9M | 30k | 336.06 |
| 2020-06-30 | $9.2M | 30k | 309.70 |
| 2020-03-31 | $7.6M | 30k | 258.40 |
| 2019-12-31 | $9.6M | 30k | 323.25 |
| 2019-09-30 | $8.8M | 30k | 298.51 |
| 2019-06-30 | $8.7M | 30k | 294.76 |
| 2019-03-31 | $8.4M | 30k | 284.56 |
| 2018-12-31 | $15M | 59k | 251.61 |
| 2018-09-30 | $17M | 59k | 292.73 |
| 2018-06-30 | $16M | 59k | 273.05 |
| 2018-03-31 | $59k | 16k | 3.77 |
| 2017-12-31 | $23M | 84k | 268.85 |
| 2017-09-30 | $21M | 84k | 252.93 |
| 2017-06-30 | $21M | 84k | 243.41 |
| 2017-03-31 | $84k | 20k | 4.21 |
| 2016-12-31 | $84k | 19k | 4.44 |
| 2016-09-30 | $34M | 156k | 217.56 |
| 2016-06-30 | $33M | 156k | 210.70 |
| 2016-03-31 | $32k | 156k | 0.21 |
| 2015-12-31 | $32M | 156k | 204.87 |
| 2015-09-30 | $30M | 156k | 192.71 |
| 2015-06-30 | $32M | 156k | 207.22 |
| 2015-03-31 | $40M | 193k | 207.83 |
| 2014-12-31 | $40M | 193k | 206.90 |
| 2014-09-30 | $38M | 193k | 198.26 |
| 2012-09-30 | $171M | 1.2M | 144.40 |
| 2012-03-31 | $135M | 958k | 141.21 |
| 2011-12-31 | $55M | 434k | 125.96 |
| 2011-09-30 | $80M | 701k | 113.69 |
| 2010-12-31 | $50M | 393k | 126.25 |