iShares S&P 500 Index shares owned by Asset Planning Corporation
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Asset Planning Corporation
from 13F filings
Historical chart of Asset Planning Corporation 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 Asset Planning Corporation consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Asset Planning Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.3M | 8.2k | 525.73 |
| 2023-12-31 | $3.9M | 8.2k | 477.61 |
| 2023-09-30 | $3.5M | 8.2k | 429.41 |
| 2023-06-30 | $3.7M | 8.2k | 445.69 |
| 2023-03-31 | $3.4M | 8.2k | 411.06 |
| 2022-12-31 | $3.2M | 8.3k | 384.19 |
| 2022-09-30 | $3.0M | 8.2k | 358.65 |
| 2022-06-30 | $3.1M | 8.1k | 379.10 |
| 2022-03-31 | $3.7M | 8.1k | 453.65 |
| 2021-12-31 | $4.0M | 8.3k | 477.00 |
| 2021-09-30 | $3.6M | 8.4k | 430.81 |
| 2021-06-30 | $3.3M | 7.7k | 429.89 |
| 2021-03-31 | $3.0M | 7.5k | 397.82 |
| 2020-12-31 | $3.0M | 8.0k | 375.45 |
More positions owned by Asset Planning Corporation
View all positions for Asset Planning Corporation