iShares S&P 500 Index shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 6.6k | 525.74 |
| 2023-12-31 | $3.2M | 6.8k | 477.62 |
| 2023-09-30 | $3.0M | 6.9k | 429.46 |
| 2023-06-30 | $3.4M | 7.7k | 445.70 |
| 2023-03-31 | $3.2M | 7.8k | 411.10 |
| 2022-12-31 | $3.9M | 10k | 384.23 |
| 2022-09-30 | $7.2M | 20k | 358.65 |
| 2022-06-30 | $7.6M | 20k | 379.15 |
| 2022-03-31 | $8.3M | 18k | 453.70 |
| 2021-12-31 | $9.3M | 19k | 477.01 |
| 2021-09-30 | $7.9M | 18k | 430.80 |
| 2021-06-30 | $7.9M | 18k | 429.94 |
| 2021-03-31 | $7.6M | 19k | 397.84 |
| 2020-12-31 | $6.8M | 18k | 375.38 |
| 2020-09-30 | $6.0M | 18k | 331.37 |
| 2020-06-30 | $6.1M | 18k | 331.32 |
| 2020-03-31 | $5.6M | 22k | 258.41 |
| 2019-12-31 | $98M | 304k | 323.24 |
| 2019-09-30 | $3.1M | 10k | 309.99 |
| 2019-03-31 | $2.1M | 7.4k | 284.58 |
| 2018-12-31 | $2.2M | 8.2k | 271.87 |
| 2018-03-31 | $1.7M | 7.4k | 235.53 |
| 2017-03-31 | $7.8M | 33k | 239.49 |
More positions owned by Independent Advisor Alliance
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