iShares S&P 500 Index shares owned by Tobias Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tobias Financial Advisors
from 13F filings
Historical chart of Tobias 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 Tobias Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Tobias Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $439k | 834 | 525.73 |
2023-09-30 | $358k | 834 | 429.43 |
2021-12-31 | $1.8M | 3.8k | 477.06 |