iShares S&P 500 Index shares owned by New England Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by New England Private Wealth Advisors
from 13F filings
Historical chart of New England Private Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by New England Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.7M | 7.1k | 525.24 |
| 2023-12-31 | $3.4M | 7.1k | 477.79 |
| 2023-09-30 | $3.0M | 7.0k | 429.48 |
| 2023-06-30 | $3.1M | 7.0k | 446.15 |
| 2023-03-31 | $2.9M | 7.0k | 411.11 |
| 2022-12-31 | $2.7M | 7.0k | 384.22 |
| 2022-09-30 | $2.6M | 7.2k | 358.94 |
| 2022-06-30 | $3.1M | 6.9k | 454.34 |
| 2022-03-31 | $3.1M | 6.9k | 454.14 |
| 2021-12-31 | $3.3M | 6.9k | 476.90 |
| 2021-09-30 | $3.1M | 7.2k | 430.70 |
| 2021-06-30 | $2.7M | 6.3k | 430.18 |
| 2021-03-31 | $2.0M | 5.1k | 397.67 |
| 2020-12-31 | $1.9M | 5.0k | 375.47 |
| 2020-09-30 | $1.7M | 5.1k | 336.28 |
| 2020-06-30 | $1.7M | 5.3k | 311.50 |
| 2020-03-31 | $1.5M | 6.0k | 258.53 |
| 2019-12-31 | $2.2M | 6.7k | 323.40 |
| 2019-09-30 | $1.6M | 5.4k | 298.27 |
| 2019-06-30 | $1.7M | 5.7k | 294.90 |
| 2019-03-31 | $1.6M | 5.7k | 284.66 |
| 2018-12-31 | $1.4M | 5.7k | 251.85 |
| 2018-09-30 | $1.4M | 4.9k | 292.42 |
| 2018-06-30 | $1.3M | 4.8k | 273.07 |
| 2018-03-31 | $1.1M | 4.2k | 265.13 |
| 2017-12-31 | $1.0M | 3.9k | 268.43 |
| 2017-09-30 | $642k | 2.5k | 252.96 |
| 2017-06-30 | $627k | 2.6k | 243.59 |
| 2017-03-31 | $558k | 2.4k | 237.45 |
| 2016-12-31 | $404k | 1.8k | 224.82 |
| 2016-09-30 | $391k | 1.8k | 218.44 |
More positions owned by New England Private Wealth Advisors
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