iShares S&P 500 Index shares owned by Athena Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Athena Capital Advisors
from 13F filings
Historical chart of Athena Capital Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Athena Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Athena Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-06-30 | $1.4M | 4.6k | 309.57 |
| 2020-03-31 | $12M | 46k | 258.40 |
| 2019-12-31 | $15M | 46k | 323.24 |
| 2019-09-30 | $14M | 46k | 298.51 |
| 2019-06-30 | $14M | 48k | 294.74 |
| 2018-12-31 | $12M | 47k | 251.60 |
| 2018-09-30 | $462k | 1.6k | 292.78 |
| 2016-12-31 | $211k | 940 | 224.47 |
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