iShares S&P 500 Index shares owned by GM Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by GM Advisory
from 13F filings
Historical chart of GM Advisory 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 GM Advisory 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 GM Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.1M | 13k | 477.64 |
| 2023-09-30 | $5.5M | 13k | 429.42 |
| 2023-06-30 | $5.7M | 13k | 445.70 |
| 2023-03-31 | $4.5M | 11k | 411.08 |
| 2022-12-31 | $3.7M | 9.6k | 384.21 |
| 2022-09-30 | $3.5M | 9.8k | 358.70 |
| 2022-06-30 | $3.7M | 9.7k | 379.18 |
| 2022-03-31 | $3.8M | 8.3k | 453.74 |
| 2021-12-31 | $3.9M | 8.2k | 477.00 |
| 2021-09-30 | $2.1M | 4.8k | 430.86 |
| 2021-06-30 | $2.1M | 4.8k | 429.82 |
| 2021-03-31 | $2.4M | 5.9k | 397.90 |
| 2020-12-31 | $928k | 2.5k | 375.56 |
| 2020-09-30 | $830k | 2.5k | 335.90 |
| 2020-06-30 | $765k | 2.5k | 309.59 |
| 2020-03-31 | $639k | 2.5k | 258.60 |
| 2019-12-31 | $774k | 2.4k | 323.44 |
| 2019-09-30 | $403k | 1.3k | 298.74 |
| 2019-06-30 | $374k | 1.3k | 294.49 |
| 2019-03-31 | $383k | 1.3k | 284.76 |
| 2018-12-31 | $354k | 1.4k | 251.96 |
| 2018-09-30 | $2.2M | 7.4k | 292.75 |
| 2018-06-30 | $15M | 57k | 273.04 |
| 2018-03-31 | $15M | 55k | 265.37 |
| 2017-12-31 | $31M | 115k | 268.85 |
| 2017-09-30 | $29M | 114k | 252.93 |
| 2017-06-30 | $27M | 112k | 243.41 |
| 2017-03-31 | $25M | 104k | 237.27 |
| 2016-12-31 | $470k | 2.1k | 224.88 |
| 2015-06-30 | $3.6M | 18k | 207.24 |
| 2015-03-31 | $3.6M | 17k | 207.85 |
| 2014-12-31 | $3.4M | 17k | 206.89 |
| 2014-09-30 | $2.2M | 11k | 198.29 |
| 2014-06-30 | $2.2M | 11k | 197.02 |
| 2014-03-31 | $2.1M | 11k | 188.21 |
| 2013-12-31 | $2.1M | 11k | 185.61 |