iShares S&P 500 Index shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Joel R Mogy Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Joel R Mogy Investment Counsel
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.8M | 5.3k | 525.77 |
2023-12-31 | $2.4M | 5.0k | 477.63 |
2023-09-30 | $2.2M | 5.1k | 429.43 |
2023-06-30 | $2.3M | 5.1k | 445.71 |
2023-03-31 | $2.1M | 5.1k | 411.08 |
2022-12-31 | $2.1M | 5.4k | 384.21 |
2022-09-30 | $2.4M | 6.7k | 358.60 |
2022-06-30 | $2.6M | 6.7k | 379.11 |
2022-03-31 | $3.1M | 6.7k | 453.71 |
2021-12-31 | $3.2M | 6.7k | 477.04 |
2021-09-30 | $2.9M | 6.8k | 430.79 |
2021-06-30 | $3.0M | 7.0k | 429.97 |
2021-03-31 | $2.8M | 7.0k | 397.76 |
2020-12-31 | $2.7M | 7.1k | 375.44 |
2020-09-30 | $2.4M | 7.1k | 335.99 |
2020-06-30 | $2.2M | 7.1k | 309.69 |
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