Ownership history in MORGAN STANLEY · 103 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in D S&P 500 INDEX COM STK COM (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 | 24,028,236 | -283,412 | -1.2% | 0.98% | $16.46B | $683.12 |
| 2025 Q3 | REDUCED | 24,311,648 | -446,762 | -1.8% | 0.99% | $16.27B | $665.17 |
| 2025 Q2 | REDUCED | 24,758,410 | -1,618,116 | -6.1% | 1.00% | $15.37B | $615.21 |
| 2025 Q1 | REDUCED | 26,376,526 | -1,516,002 | -5.4% | 1.06% | $14.82B | $555.02 |
| 2024 Q4 | ADDED | 27,892,528 | +2,960,729 | +11.9% | 1.15% | $16.42B | $579.67 |
| 2024 Q3 | ADDED | 24,931,799 | +3,128,222 | +14.3% | 1.04% | $14.38B | $566.00 |
| 2024 Q2 | ADDED | 21,803,577 | +2,591,317 | +13.5% | 0.92% | $11.93B | $534.89 |
| 2024 Q1 | ADDED | 19,212,260 | +100,335 | +0.5% | 0.81% | $10.10B | $512.33 |
| 2023 Q4 | ADDED | 19,111,925 | +1,519,442 | +8.6% | 0.80% | $9.13B | $463.98 |
| 2023 Q3 | ADDED | 17,592,483 | +5,277,616 | +42.9% | 0.77% | $7.55B | $415.48 |
As of 2025 Q4 — sorted by position size