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

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

Historical chart of Vista 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 Vista 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 Vista Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $960k 2.0k 477.68
2023-09-30 $877k 2.0k 429.46
2023-06-30 $912k 2.0k 445.74
2023-03-31 $850k 2.1k 411.11
2022-12-31 $770k 2.0k 384.23
2022-09-30 $671k 1.9k 358.63
2022-06-30 $717k 1.9k 379.16
2022-03-31 $863k 1.9k 453.49
2021-12-31 $931k 2.0k 476.95
2021-09-30 $855k 2.0k 430.95
2021-06-30 $829k 1.9k 429.98
2021-03-31 $772k 1.9k 397.73
2020-12-31 $786k 2.1k 375.18
2020-09-30 $716k 2.1k 335.99
2020-06-30 $606k 2.0k 309.82
2020-03-31 $531k 2.1k 258.52
2019-12-31 $2.3M 7.1k 323.21
2019-09-30 $2.1M 7.1k 298.48
2019-06-30 $2.1M 7.1k 294.78
2019-03-31 $2.0M 7.1k 284.63
2018-12-31 $1.8M 7.1k 251.62
2018-09-30 $2.1M 7.1k 292.67
2018-06-30 $1.9M 7.1k 273.01
2018-03-31 $1.9M 7.1k 265.42
2017-12-31 $1.9M 7.1k 268.86