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iShares S&P 500 Index shares owned by Regent Investment Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Regent Investment Management from 13F filings

Historical chart of Regent Investment Management 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 Regent Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Regent Investment Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $270k 703 383.53
2022-09-30 $251k 703 357.65
2022-06-30 $266k 703 378.82
2022-03-31 $319k 703 454.12
2021-12-31 $336k 703 477.65
2021-09-30 $1.2M 2.7k 430.74
2021-06-30 $1.2M 2.7k 429.92
2019-12-31 $217k 678 320.00
2019-09-30 $203k 678 300.00