iShares S&P 500 Index shares owned by Symphony Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Symphony Financial
from 13F filings
Historical chart of Symphony Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.9M | 9.4k | 525.72 |
| 2023-12-31 | $2.8M | 5.9k | 477.26 |
| 2023-09-30 | $2.5M | 5.9k | 429.11 |
| 2023-06-30 | $3.1M | 7.1k | 440.39 |
| 2023-03-31 | $3.1M | 7.7k | 405.51 |
| 2022-12-31 | $4.6M | 12k | 385.72 |
| 2022-09-30 | $4.9M | 13k | 364.22 |
| 2022-06-30 | $5.3M | 14k | 382.34 |
| 2022-03-31 | $5.3M | 12k | 450.73 |
| 2021-12-31 | $5.3M | 11k | 479.71 |
| 2021-09-30 | $4.3M | 10k | 436.24 |
| 2021-06-30 | $3.3M | 7.7k | 429.45 |
| 2020-03-31 | $729k | 2.8k | 262.23 |