Teamwork Financial Advisors »

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

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

Historical chart of Teamwork 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 Teamwork 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 Teamwork Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 2.2k 525.75
2023-12-31 $1.1M 2.2k 477.67
2023-09-30 $1.3M 3.0k 429.43
2023-06-30 $1.3M 3.0k 445.71
2023-03-31 $1.3M 3.3k 411.10
2022-12-31 $1.3M 3.4k 384.26
2022-09-30 $702k 2.0k 358.71
2022-06-30 $678k 1.8k 379.19
2022-03-31 $955k 2.1k 453.68
2021-12-31 $1.3M 2.7k 477.04
2021-09-30 $1.2M 2.7k 430.92
2021-06-30 $1.2M 2.7k 430.03
2021-03-31 $1.1M 2.8k 397.71
2020-12-31 $1.2M 3.3k 375.35
2020-09-30 $1.2M 3.6k 336.20
2020-06-30 $1.7M 5.5k 309.67
2020-03-31 $541k 2.1k 258.60
2019-12-31 $572k 1.8k 322.98