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iShares S&P 500 Index shares owned by Cadent Capital Advisors

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

Historical chart of Cadent Capital Advisors 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 Cadent 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 Cadent Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.3M 12k 525.72
2023-12-31 $5.5M 11k 477.63
2023-09-30 $1.3M 3.0k 429.45
2023-06-30 $1.3M 3.0k 445.73
2023-03-31 $1.0M 2.5k 411.08
2022-12-31 $946k 2.5k 384.18
2020-12-31 $3.6M 9.5k 375.38