iShares S&P 500 Index shares owned by Peress Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Peress Investment Advisors
from 13F filings
Historical chart of Peress Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Peress Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-06-30 | $445k | 1.6k | 273.01 |
| 2018-03-31 | $459k | 1.7k | 265.32 |
| 2017-12-31 | $465k | 1.7k | 268.79 |
| 2017-09-30 | $438k | 1.7k | 253.18 |
| 2017-06-30 | $421k | 1.7k | 243.35 |
| 2017-03-31 | $410k | 1.7k | 236.99 |
| 2016-12-31 | $389k | 1.7k | 224.86 |
| 2016-09-30 | $395k | 1.8k | 217.63 |
| 2016-06-30 | $382k | 1.8k | 210.47 |
| 2016-03-31 | $375k | 1.8k | 206.61 |
| 2015-12-31 | $372k | 1.8k | 204.96 |
| 2015-09-30 | $350k | 1.8k | 192.84 |
| 2015-06-30 | $376k | 1.8k | 207.16 |
| 2015-03-31 | $398k | 1.9k | 207.83 |
| 2014-12-31 | $396k | 1.9k | 206.79 |
| 2014-09-30 | $380k | 1.9k | 198.43 |
| 2014-06-30 | $407k | 2.1k | 197.09 |
| 2014-03-31 | $389k | 2.1k | 188.38 |
| 2013-12-31 | $411k | 2.2k | 185.55 |
More positions owned by Peress Investment Advisors
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