iShares S&P 500 Index shares owned by Pure Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Pure Financial Advisors
from 13F filings
Historical chart of Pure Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Pure Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $19M | 36k | 525.73 |
| 2023-12-31 | $16M | 34k | 477.62 |
| 2023-09-30 | $11M | 26k | 429.43 |
| 2023-06-30 | $11M | 24k | 445.72 |
| 2023-03-31 | $10M | 25k | 411.07 |
| 2022-12-31 | $9.7M | 25k | 384.21 |
| 2022-09-30 | $8.0M | 22k | 358.65 |
| 2022-06-30 | $9.9M | 26k | 379.15 |
| 2022-03-31 | $5.5M | 12k | 453.66 |
| 2021-12-31 | $4.7M | 9.9k | 476.98 |
| 2021-09-30 | $3.9M | 9.1k | 430.82 |
| 2021-06-30 | $3.7M | 8.6k | 429.90 |
| 2021-03-31 | $3.4M | 8.6k | 397.77 |
| 2020-12-31 | $3.5M | 9.3k | 375.45 |
| 2020-09-30 | $3.1M | 9.3k | 336.06 |
| 2020-06-30 | $3.1M | 10k | 309.64 |
| 2020-03-31 | $2.9M | 11k | 258.39 |
| 2019-12-31 | $4.7M | 14k | 323.24 |
| 2019-09-30 | $4.2M | 14k | 298.55 |
| 2019-06-30 | $4.1M | 14k | 294.73 |
| 2019-03-31 | $3.7M | 13k | 284.53 |
| 2018-12-31 | $3.0M | 12k | 251.58 |
| 2018-09-30 | $809k | 2.8k | 292.59 |
| 2018-06-30 | $848k | 3.1k | 272.93 |
| 2018-03-31 | $815k | 3.1k | 265.39 |
| 2017-12-31 | $658k | 2.4k | 268.68 |
| 2017-09-30 | $619k | 2.4k | 252.76 |
| 2017-06-30 | $660k | 2.7k | 243.36 |
| 2017-03-31 | $727k | 3.1k | 237.27 |
| 2016-12-31 | $611k | 2.7k | 224.96 |
| 2016-09-30 | $569k | 2.6k | 217.42 |
| 2016-06-30 | $528k | 2.5k | 210.61 |
| 2016-03-31 | $526k | 2.5k | 207.91 |