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iShares S&P 500 Index shares owned by First Heartland Consultants

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants 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 First Heartland Consultants 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 First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.6M 11k 525.72
2023-12-31 $5.0M 10k 477.66
2023-09-30 $4.0M 9.4k 429.45
2023-06-30 $4.2M 9.4k 445.75
2023-03-31 $3.9M 9.5k 411.11
2022-12-31 $4.4M 12k 384.23
2022-09-30 $3.7M 10k 358.65
2022-06-30 $4.3M 11k 379.11
2022-03-31 $2.1M 4.6k 453.69
2021-12-31 $4.1M 8.7k 476.92
2021-09-30 $3.5M 8.1k 430.87
2021-06-30 $4.5M 10k 429.90
2021-03-31 $4.0M 10k 397.84
2020-12-31 $4.4M 12k 375.41
2020-09-30 $4.8M 14k 336.05
2020-06-30 $4.4M 14k 309.73
2020-03-31 $4.7M 18k 258.37
2019-12-31 $7.9M 24k 323.23
2019-09-30 $12M 40k 298.52
2019-06-30 $11M 39k 294.75
2019-03-31 $5.8M 20k 284.58
2018-12-31 $4.5M 18k 251.59
2018-09-30 $3.0M 10k 292.76
2018-06-30 $2.6M 9.4k 273.10
2018-03-31 $3.6M 14k 265.40
2017-12-31 $2.7M 10k 268.84
2017-09-30 $2.6M 10k 252.93
2017-06-30 $2.5M 10k 243.44
2017-03-31 $2.1M 8.7k 237.24
2016-12-31 $1.1M 4.8k 225.03
2016-09-30 $582k 2.7k 217.65
2016-06-30 $405k 1.9k 210.72
2016-03-31 $246k 1.2k 206.72
2015-12-31 $374k 1.8k 204.93
2015-09-30 $302k 1.6k 192.48
2015-06-30 $229k 1.1k 207.43
2015-03-31 $353k 1.7k 208.01
2014-12-31 $336k 1.6k 206.64
2014-09-30 $314k 1.6k 198.36
2014-06-30 $500k 2.5k 196.93
2013-06-30 $169k 1.1k 160.80
2013-03-31 $79k 506 156.13
2012-12-31 $72k 506 142.29
2012-09-30 $102k 707 144.27
2012-06-30 $97k 706 137.39
2011-12-31 $93k 740 125.68
2011-09-30 $752k 95k 7.94
2011-06-30 $500k 66k 7.55
2011-03-31 $845k 113k 7.45

More positions owned by First Heartland Consultants

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Etf Ser Solutions Aptus Collared (ACIO)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Focused Lrg Cap (FLV)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Etf Ser Solutions Aptus Enhanced Yield ETF (JUCY)
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA)

View all positions for First Heartland Consultants

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