iShares S&P 500 Index shares owned by Garrett Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Garrett Investment Advisors
from 13F filings
Historical chart of Garrett Investment 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 Garrett Investment Advisors 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 Garrett Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $753k | 1.4k | 525.78 |
| 2023-12-31 | $578k | 1.2k | 477.52 |
| 2023-09-30 | $5.9M | 14k | 429.43 |
| 2023-06-30 | $6.3M | 14k | 445.71 |
| 2023-03-31 | $5.9M | 14k | 411.09 |
| 2022-12-31 | $5.5M | 14k | 384.21 |
| 2022-09-30 | $6.4M | 18k | 358.67 |
| 2022-06-30 | $6.5M | 17k | 379.18 |
| 2022-03-31 | $7.2M | 16k | 453.69 |
| 2021-12-31 | $6.9M | 15k | 477.02 |
| 2021-09-30 | $312k | 724 | 430.94 |
| 2021-06-30 | $604k | 1.4k | 429.59 |
| 2021-03-31 | $244k | 613 | 398.04 |
| 2020-12-31 | $828k | 2.2k | 375.51 |
More positions owned by Garrett Investment Advisors
View all positions for Garrett Investment Advisors