Pathway Financial Advisors »

iShares S&P 500 Index shares owned by Pathway Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Pathway Financial Advisors from 13F filings

Historical chart of Pathway Financial Advisors 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 Pathway Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Pathway Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $666k 1.3k 525.56
2023-12-31 $605k 1.3k 477.47
2023-09-30 $544k 1.3k 429.37
2023-06-30 $473k 1.1k 445.71
2023-03-31 $437k 1.1k 411.08
2022-12-31 $408k 1.1k 384.21
2022-09-30 $381k 1.1k 358.76
2022-06-30 $398k 1.1k 379.05
2022-03-31 $476k 1.1k 453.33
2021-12-31 $474k 1.1k 451.43
2021-03-31 $554k 1.3k 416.54
2020-12-31 $508k 1.3k 381.95
2020-09-30 $534k 1.6k 337.97
2020-06-30 $491k 1.6k 309.97
2020-03-31 $394k 1.6k 248.74
2019-12-31 $797k 2.4k 332.78
2019-09-30 $744k 2.4k 310.65
2019-06-30 $706k 2.4k 294.78
2019-03-31 $682k 2.4k 284.76
2018-12-31 $599k 2.4k 251.68
2018-09-30 $615k 2.4k 258.40
2018-06-30 $756k 2.8k 272.92
2018-03-31 $784k 3.0k 265.31
2017-12-31 $795k 3.0k 269.04