Ownership history in Equitable Holdings, Inc. · 25 quarters on record
This page tracks every 13F SEC filing in which Equitable Holdings, Inc. 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 | REDUCED | 644,891 | -557 | -0.1% | 3.02% | $441.7M | $683.12 |
| 2025 Q3 | ADDED | 645,448 | +21,136 | +3.4% | 3.18% | $432.0M | $665.17 |
| 2025 Q2 | ADDED | 624,312 | +168 | +0.0% | 3.20% | $387.6M | $615.21 |
| 2025 Q1 | ADDED | 624,144 | +37,476 | +6.4% | 3.33% | $350.7M | $555.02 |
| 2024 Q4 | ADDED | 586,668 | +6,878 | +1.2% | 3.29% | $345.4M | $579.67 |
| 2024 Q3 | ADDED | 579,790 | +7,671 | +1.3% | 3.24% | $334.4M | $566.00 |
| 2024 Q2 | ADDED | 572,119 | +12,923 | +2.3% | 3.29% | $313.1M | $534.89 |
| 2024 Q1 | REDUCED | 559,196 | -6,623 | -1.2% | 3.31% | $294.0M | $512.33 |
| 2023 Q4 | ADDED | 565,819 | +69,851 | +14.1% | 3.33% | $270.3M | $463.98 |
| 2023 Q3 | ADDED | 495,968 | +26,635 | +5.7% | 3.05% | $213.0M | $415.48 |
As of 2025 Q4 — sorted by position size