iShares S&P 500 Index shares owned by Kings Point Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kings Point Capital Management
from 13F filings
Historical chart of Kings Point Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Kings Point Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $1.2M | 2.7k | 453.67 |
| 2021-12-31 | $1.4M | 3.0k | 477.20 |
| 2021-09-30 | $921k | 2.1k | 430.98 |
| 2021-06-30 | $919k | 2.1k | 430.04 |
| 2021-03-31 | $850k | 2.1k | 397.75 |
| 2020-12-31 | $787k | 2.1k | 375.48 |
| 2020-09-30 | $771k | 2.3k | 336.09 |
| 2020-06-30 | $656k | 2.1k | 309.58 |
| 2020-03-31 | $548k | 2.1k | 258.61 |
| 2019-12-31 | $785k | 2.4k | 323.18 |
| 2019-09-30 | $334k | 1.1k | 298.48 |
| 2019-06-30 | $346k | 1.2k | 294.97 |
| 2019-03-31 | $334k | 1.2k | 284.74 |
| 2018-12-31 | $253k | 1.0k | 251.74 |
| 2018-09-30 | $360k | 1.2k | 292.45 |
| 2018-06-30 | $335k | 1.2k | 273.25 |
| 2018-03-31 | $322k | 1.2k | 265.02 |
| 2017-12-31 | $278k | 1.0k | 268.60 |
| 2017-09-30 | $180k | 711 | 253.16 |
| 2017-06-30 | $173k | 711 | 243.32 |
| 2017-03-31 | $122k | 514 | 237.35 |
| 2016-12-31 | $116k | 514 | 225.68 |
| 2016-09-30 | $112k | 514 | 217.90 |
| 2016-06-30 | $108k | 513 | 210.53 |
| 2016-03-31 | $106k | 513 | 206.63 |
| 2015-12-31 | $105k | 513 | 204.68 |
| 2015-09-30 | $99k | 513 | 192.98 |
| 2015-06-30 | $127k | 612 | 207.52 |
| 2015-03-31 | $240k | 1.2k | 208.15 |
| 2014-12-31 | $247k | 1.2k | 206.69 |
| 2014-09-30 | $378k | 1.9k | 198.22 |
| 2014-06-30 | $64k | 324 | 197.53 |
More positions owned by Kings Point Capital Management
View all positions for Kings Point Capital Management