Ownership history in FIRST FOUNDATION ADVISORS · 44 quarters on record
This page tracks every 13F SEC filing in which FIRST FOUNDATION ADVISORS reported a position in iShares S&P 500 Index Fund S&P 500 Index (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 | 288,891 | -3,541 | -1.2% | 7.46% | $197.9M | $683.12 |
| 2025 Q3 | REDUCED | 292,432 | -4,652 | -1.6% | 7.23% | $195.7M | $665.17 |
| 2025 Q2 | ADDED | 297,084 | +4,512 | +1.5% | 6.84% | $184.5M | $615.21 |
| 2025 Q1 | ADDED | 292,572 | +26,272 | +9.9% | 6.69% | $164.4M | $555.02 |
| 2024 Q4 | ADDED | 266,300 | +22,213 | +9.1% | 5.90% | $156.8M | $579.67 |
| 2024 Q3 | ADDED | 244,087 | +4,711 | +2.0% | 5.30% | $140.8M | $566.00 |
| 2024 Q2 | ADDED | 239,376 | +25,206 | +11.8% | 5.01% | $131.0M | $534.89 |
| 2024 Q1 | ADDED | 214,170 | +35,211 | +19.7% | 4.51% | $112.6M | $512.33 |
| 2023 Q4 | ADDED | 178,959 | +50,929 | +39.8% | 3.90% | $85.5M | $463.98 |
| 2023 Q3 | ADDED | 128,030 | +3,337 | +2.7% | 2.57% | $55.0M | $415.48 |
As of 2025 Q4 — sorted by position size