IVV ISHARES TR

Ownership history in FreeGulliver LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which FreeGulliver 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
0.91% (2024 Q3)
Avg. % of fund
0.86%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,024 -146 -4.6% 0.90% $2.0M $665.17
2025 Q2 ADDED 3,170 +328 +11.5% 0.90% $2.0M $615.21
2025 Q1 REDUCED 2,842 -102 -3.5% 0.79% $1.6M $555.02
2024 Q4 ADDED 2,944 +293 +11.1% 0.83% $1.7M $579.67
2024 Q3 INITIATED 2,651 0.91% $1.5M $566.00
% of Fund (quarterly)    IVV price (monthly, adj. close)
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