Ownership history in PINNACLE ASSOCIATES LTD · 80 quarters on record
This page tracks every 13F SEC filing in which PINNACLE ASSOCIATES LTD reported a position in iShares S&P 500 Index Fund (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 | ADDED | 140,600 | +1,121 | +0.8% | 1.24% | $96.3M | $683.12 |
| 2025 Q3 | ADDED | 139,479 | +2,056 | +1.5% | 1.24% | $93.4M | $665.17 |
| 2025 Q2 | ADDED | 137,423 | +2,868 | +2.1% | 1.24% | $85.3M | $615.21 |
| 2025 Q1 | REDUCED | 134,555 | -267 | -0.2% | 1.11% | $75.6M | $555.02 |
As of 2025 Q4 — sorted by position size