IVV ISHARES CORE S&P 500 ETF

Ownership history in BARING ASSET MANAGEMENT Ltd  ·  12 quarters on record

This page tracks every 13F SEC filing in which BARING ASSET MANAGEMENT Ltd reported a position in ISHARES CORE S&P 500 ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.77% (2017 Q1)
Avg. % of fund
3.98%
First filed
2014 Q3
Last filed
2017 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2017 Q3 ADDED 340,751 +1,700 +0.5% 5.02% $85.9M $219.94
2017 Q2 REDUCED 339,051 -8,400 -2.4% 5.36% $82.4M $210.58
2017 Q1 ADDED 347,451 +51,100 +17.2% 5.77% $82.6M $204.33
2016 Q4 ADDED 296,351 +41,843 +16.4% 4.58% $66.9M $192.91
2016 Q3 ADDED 254,508 +600 +0.2% 3.95% $55.0M $185.48
2016 Q2 REDUCED 253,908 -1,800 -0.7% 4.29% $52.8M $178.56
2016 Q1 ADDED 255,708 +19,056 +8.1% 4.42% $53.0M $174.46
2015 Q4 ADDED 236,652 +19,701 +9.1% 4.16% $49.0M $172.95
2015 Q3 ADDED 216,951 +41,753 +23.8% 3.74% $41.0M $161.61
2015 Q2 ADDED 175,198 +20,549 +13.3% 2.97% $36.2M $172.82
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% of Fund (quarterly)    IVV price (monthly, adj. close)
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