Ownership history in Cerity Partners LLC · 35 quarters on record
This page tracks every 13F SEC filing in which Cerity Partners LLC reported a position in ISHARES TR (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,547,714 | +237,746 | +10.3% | 2.54% | $1.75B | $683.12 |
| 2025 Q3 | ADDED | 2,309,968 | +45,343 | +2.0% | 2.51% | $1.55B | $665.17 |
| 2025 Q2 | ADDED | 2,264,625 | +196,383 | +9.5% | 2.51% | $1.41B | $615.21 |
| 2025 Q1 | ADDED | 2,068,242 | +80,920 | +4.1% | 2.35% | $1.16B | $555.02 |
| 2024 Q4 | ADDED | 1,987,322 | +143,771 | +7.8% | 2.54% | $1.17B | $579.67 |
| 2024 Q3 | ADDED | 1,843,551 | +57,332 | +3.2% | 2.35% | $1.06B | $566.00 |
| 2024 Q2 | ADDED | 1,786,219 | +55,664 | +3.2% | 2.57% | $977.5M | $534.89 |
| 2024 Q1 | ADDED | 1,730,555 | +17,168 | +1.0% | 2.40% | $908.9M | $512.33 |
| 2023 Q4 | ADDED | 1,713,387 | +239,572 | +16.3% | 2.69% | $818.4M | $463.98 |
| 2023 Q3 | REDUCED | 1,473,815 | -108,296 | -6.8% | 3.08% | $634.3M | $415.48 |
As of 2025 Q4 — sorted by position size