iShares S&P 500 Index shares owned by Latitude Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Latitude Advisors
from 13F filings
Historical chart of Latitude Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Latitude Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 25k | 525.74 |
| 2023-12-31 | $11M | 23k | 477.62 |
| 2023-09-30 | $9.8M | 23k | 429.44 |
| 2023-06-30 | $9.9M | 22k | 445.71 |
| 2023-03-31 | $6.9M | 17k | 411.09 |
| 2022-12-31 | $8.7M | 23k | 384.22 |
| 2022-09-30 | $11M | 30k | 358.66 |
| 2022-06-30 | $6.0M | 16k | 379.12 |
| 2022-03-31 | $41M | 91k | 453.69 |
| 2021-12-31 | $26M | 54k | 476.99 |
| 2021-09-30 | $22M | 52k | 430.82 |
| 2021-06-30 | $12M | 28k | 429.92 |
| 2021-03-31 | $7.7M | 19k | 397.15 |
| 2020-12-31 | $7.3M | 20k | 375.39 |