IVV ISHARES TR

Ownership history in EQ LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which EQ 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.

Peak position
15.75% (2024 Q1)
Avg. % of fund
11.14%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 26,299 -7,010 -21.0% 5.19% $18.0M $683.12
2025 Q3 ADDED 33,309 +2,568 +8.4% 7.57% $22.3M $665.17
2025 Q2 ADDED 30,741 +4,725 +18.2% 7.41% $19.1M $615.21
2025 Q1 REDUCED 26,016 -13,982 -35.0% 6.83% $14.6M $555.02
2024 Q4 ADDED 39,998 +726 +1.8% 11.06% $23.5M $579.67
2024 Q3 REDUCED 39,272 -4,727 -10.7% 11.34% $22.7M $566.00
2024 Q2 REDUCED 43,999 -4,614 -9.5% 14.42% $24.1M $534.89
2024 Q1 ADDED 48,613 +7,243 +17.5% 15.75% $25.6M $512.33
2023 Q4 ADDED 41,370 +67 +0.2% 14.63% $19.8M $463.98
2023 Q2 ADDED 41,303 +8,690 +26.6% 15.15% $18.4M $429.27
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)
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