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iShares S&P 500 Index shares owned by Ade

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ade from 13F filings

Historical chart of Ade investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Ade 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 Ade

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 30k 525.73
2023-12-31 $14M 30k 477.64
2023-09-30 $13M 31k 429.43
2023-06-30 $14M 32k 445.71
2023-03-31 $13M 33k 411.08
2022-12-31 $12M 31k 384.21
2022-09-30 $11M 31k 358.64
2022-06-30 $11M 29k 379.15
2022-03-31 $13M 28k 453.67
2021-12-31 $13M 27k 476.89
2021-09-30 $12M 27k 430.82
2021-06-30 $11M 26k 429.91
2021-03-31 $10M 26k 397.83
2020-12-31 $9.3M 25k 375.39

More positions owned by Ade

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr National Mun Etf (MUB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr 3yrtb Etf (ISHG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Ade

Top funds holding iShares S&P 500 Index

BlackRock
Jpmorgan Chase & Co
Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Millennium Management
LPL Financial
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Branch Banking & Trust Company

View all funds holding iShares S&P 500 Index