iShares S&P 500 Index shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $50M | 104k | 477.63 |
| 2023-09-30 | $47M | 110k | 429.43 |
| 2023-06-30 | $51M | 114k | 445.71 |
| 2023-03-31 | $49M | 119k | 411.08 |
| 2022-12-31 | $46M | 120k | 384.21 |
| 2022-06-30 | $47M | 123k | 379.15 |
| 2022-03-31 | $54M | 118k | 453.69 |
| 2021-12-31 | $51M | 107k | 476.99 |
| 2021-09-30 | $45M | 105k | 430.82 |
| 2021-06-30 | $44M | 102k | 429.92 |
| 2021-03-31 | $39M | 97k | 397.82 |
| 2020-12-31 | $34M | 90k | 375.39 |
| 2020-09-30 | $29M | 85k | 336.06 |
| 2020-06-30 | $25M | 81k | 309.68 |
| 2019-12-31 | $21M | 66k | 323.24 |
| 2019-09-30 | $17M | 58k | 298.51 |
| 2019-06-30 | $14M | 47k | 294.76 |
| 2019-03-31 | $8.5M | 30k | 284.58 |
| 2018-12-31 | $7.5M | 30k | 251.63 |
| 2018-09-30 | $5.6M | 19k | 292.70 |
| 2018-06-30 | $4.0M | 15k | 273.05 |
| 2018-03-31 | $2.8M | 11k | 265.35 |
More positions owned by CliftonLarsonAllen Wealth Advisors
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