iShares S&P 500 Index shares owned by WestEnd Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WestEnd Advisors
from 13F filings
Historical chart of WestEnd Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by WestEnd Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $301k | 630 | 477.71 |
| 2023-09-30 | $162k | 378 | 429.08 |
| 2023-03-31 | $47k | 114 | 411.08 |
| 2022-12-31 | $1.7M | 4.3k | 384.21 |
| 2022-09-30 | $506k | 1.4k | 358.61 |
| 2022-06-30 | $904k | 2.4k | 379.15 |
| 2022-03-31 | $140k | 309 | 453.69 |
| 2021-12-31 | $140k | 294 | 476.99 |
| 2021-09-30 | $49k | 113 | 430.81 |
| 2021-06-30 | $58k | 135 | 429.92 |
| 2021-03-31 | $49k | 124 | 397.81 |
| 2020-12-31 | $62k | 166 | 375.39 |
| 2020-09-30 | $84k | 251 | 336.06 |
| 2020-06-30 | $94k | 304 | 309.69 |
| 2020-03-31 | $547k | 2.1k | 258.40 |
| 2019-12-31 | $14k | 44 | 323.23 |
| 2019-03-31 | $1.7k | 6 | 284.50 |
| 2018-12-31 | $1.6M | 6.5k | 251.61 |
| 2015-09-30 | $113k | 585 | 192.71 |
| 2014-12-31 | $75k | 361 | 206.87 |