iShares S&P 500 Index shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by EP Wealth 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 EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $39M | 81k | 477.63 |
| 2023-09-30 | $34M | 80k | 429.43 |
| 2023-06-30 | $40M | 5.0k | 8071.76 |
| 2023-03-31 | $415k | 5.3k | 78.66 |
| 2022-12-31 | $26M | 68k | 384.21 |
| 2022-09-30 | $26M | 71k | 358.65 |
| 2022-06-30 | $26M | 68k | 379.15 |
| 2022-03-31 | $31M | 68k | 453.69 |
| 2021-12-31 | $32M | 67k | 476.98 |
| 2021-09-30 | $28M | 8.4k | 3342.42 |
| 2021-06-30 | $29M | 67k | 429.92 |
| 2021-03-31 | $27M | 67k | 397.82 |
| 2020-12-31 | $14M | 37k | 375.39 |
| 2020-09-30 | $14M | 43k | 336.06 |
| 2020-06-30 | $8.4M | 27k | 309.68 |
| 2020-03-31 | $6.9M | 27k | 258.40 |
| 2019-12-31 | $9.4M | 29k | 323.24 |
| 2019-09-30 | $8.1M | 27k | 298.51 |
| 2019-06-30 | $8.1M | 27k | 294.75 |
| 2019-03-31 | $1.9M | 6.6k | 284.55 |
| 2018-12-31 | $1.8M | 7.0k | 251.61 |
| 2018-09-30 | $2.1M | 7.0k | 292.64 |
| 2018-06-30 | $1.6M | 5.9k | 273.10 |
| 2018-03-31 | $1.5M | 5.8k | 265.39 |
| 2017-12-31 | $1.8M | 6.8k | 268.86 |
| 2017-09-30 | $1.7M | 6.6k | 252.87 |
| 2017-06-30 | $1.6M | 6.8k | 243.46 |
| 2017-03-31 | $1.6M | 6.9k | 237.25 |
| 2016-12-31 | $1.8M | 8.1k | 225.04 |
| 2016-09-30 | $1.5M | 6.8k | 217.61 |
| 2016-06-30 | $1.5M | 7.1k | 210.56 |
| 2016-03-31 | $1.5M | 7.2k | 206.68 |