iShares S&P 500 Index shares owned by Douglass Winthrop Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Douglass Winthrop Advisors
from 13F filings
Historical chart of Douglass Winthrop 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 Douglass Winthrop Advisors 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 Douglass Winthrop Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $414k | 867 | 477.63 |
2023-09-30 | $372k | 867 | 429.43 |
2023-06-30 | $386k | 867 | 445.71 |
2023-03-31 | $356k | 867 | 410.61 |
2016-06-30 | $483k | 2.5k | 192.58 |
2015-12-31 | $516k | 2.5k | 207.90 |
2015-09-30 | $483k | 2.5k | 192.58 |
2015-06-30 | $516k | 2.5k | 207.90 |
2015-03-31 | $516k | 2.5k | 207.90 |
2014-12-31 | $511k | 2.5k | 206.97 |
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