iShares S&P 500 Index shares owned by Avestar Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Avestar Capital
from 13F filings
Historical chart of Avestar Capital 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 Avestar Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Avestar Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $8.3M | 17k | 477.63 |
2023-09-30 | $8.2M | 19k | 431.51 |
2023-06-30 | $11M | 25k | 445.71 |
2023-03-31 | $9.8M | 24k | 411.08 |
2022-12-31 | $9.3M | 24k | 384.21 |
2019-06-30 | $221k | 756 | 291.67 |
2019-03-31 | $221k | 781 | 283.33 |
2018-12-31 | $234k | 936 | 250.00 |
2018-09-30 | $245k | 890 | 275.00 |
2018-06-30 | $306k | 1.2k | 250.00 |
2018-03-31 | $124k | 497 | 250.00 |
2017-12-31 | $474k | 1.9k | 250.00 |