iShares S&P 500 Index shares owned by Congress Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Congress Asset Management
from 13F filings
Historical chart of Congress Asset Management 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 Congress Asset Management 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 Congress Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $596k | 1.1k | 525.73 |
| 2023-12-31 | $8.1M | 17k | 477.64 |
| 2023-09-30 | $2.4M | 5.7k | 429.43 |
| 2023-06-30 | $294k | 659 | 445.71 |
| 2022-12-31 | $4.1M | 11k | 384.21 |
| 2022-09-30 | $395k | 1.1k | 358.76 |
| 2022-06-30 | $633k | 1.7k | 379.04 |
| 2021-12-31 | $6.1M | 13k | 476.95 |
| 2021-06-30 | $287k | 667 | 430.28 |
| 2021-03-31 | $1.4M | 3.5k | 397.80 |
| 2020-12-31 | $1.4M | 3.8k | 375.42 |
| 2020-09-30 | $915k | 2.7k | 336.03 |
| 2020-06-30 | $993k | 3.2k | 309.64 |
| 2020-03-31 | $755k | 2.9k | 258.56 |
| 2019-12-31 | $2.2M | 6.9k | 323.17 |
| 2019-09-30 | $1.1M | 3.8k | 298.40 |
| 2019-06-30 | $1.2M | 4.2k | 294.65 |
| 2019-03-31 | $1.6M | 5.8k | 284.55 |
| 2018-12-31 | $1.5M | 6.1k | 251.68 |
| 2018-09-30 | $1.6M | 5.3k | 292.80 |
| 2018-06-30 | $1.5M | 5.4k | 273.10 |
| 2018-03-31 | $1.4M | 5.2k | 265.31 |
| 2017-12-31 | $1.5M | 5.5k | 268.94 |
| 2017-09-30 | $1.4M | 5.7k | 252.97 |
| 2017-06-30 | $2.4M | 9.8k | 243.36 |
| 2017-03-31 | $5.3M | 22k | 237.27 |
| 2016-12-31 | $8.4M | 37k | 224.99 |
| 2016-09-30 | $6.7M | 31k | 217.56 |
| 2016-06-30 | $4.8M | 23k | 210.52 |
| 2016-03-31 | $3.8M | 18k | 206.64 |
| 2015-12-31 | $5.1M | 25k | 204.89 |
| 2015-06-30 | $19M | 94k | 207.22 |
| 2015-03-31 | $23M | 111k | 207.83 |
| 2014-12-31 | $21M | 99k | 206.87 |
| 2014-09-30 | $11M | 53k | 198.26 |
| 2014-06-30 | $8.2M | 42k | 196.99 |
| 2014-03-31 | $4.6M | 24k | 188.15 |