ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

SevenBridge Financial Group, LLC's Holding History (CIK: 0001673954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 433 Value ($000) $301 Avg Close — Range —
Q3 2025
Shares 442 Value ($000) $304 Avg Close — Range —
Q2 2025
Shares 595 Value ($000) $384 Avg Close — Range —
Q1 2025
Shares 634 Value ($000) $371 Avg Close — Range —
Q4 2024
Shares 576 Value ($000) $350 Avg Close — Range —
Q3 2024
Shares 576 Value ($000) $347 Avg Close — Range —
Q2 2024
Shares 459 Value ($000) $241 Avg Close — Range —
Q1 2024
Shares 459 Value ($000) $236 Avg Close — Range —
Q4 2023
Shares 483 Value ($000) $231 Avg Close — Range —
Q1 2022
Shares 1,020 Value ($000) $463 Avg Close — Range —
Q4 2021
Shares 2,867 Value ($000) $1,367 Avg Close — Range —
Q3 2021
Shares 2,923 Value ($000) $1,259 Avg Close — Range —
Q2 2021
Shares 3,622 Value ($000) $1,557 Avg Close — Range —
Q1 2021
Shares 3,459 Value ($000) $1,376 Avg Close — Range —
Q4 2020
Shares 3,459 Value ($000) $1,298 Avg Close — Range —
Q3 2020
Shares 3,450 Value ($000) $1,160 Avg Close — Range —
Q2 2020
Shares 2,912 Value ($000) $902 Avg Close — Range —
Q1 2020
Shares 2,899 Value ($000) $749 Avg Close — Range —
Q4 2019
Shares 3,312 Value ($000) $1,070 Avg Close — Range —
Q3 2019
Shares 2,677 Value ($000) $799 Avg Close — Range —
Q2 2019
Shares 1,978 Value ($000) $583 Avg Close — Range —