iShares S&P 500 Index shares owned by Addison Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $722k | 1.3k | 576.82 |
| 2024-06-30 | $740k | 1.4k | 547.24 |
| 2024-03-31 | $1.1M | 2.0k | 525.73 |
| 2023-12-31 | $822k | 1.7k | 477.63 |
| 2023-09-30 | $847k | 2.0k | 429.43 |
| 2023-06-30 | $739k | 1.7k | 445.71 |
| 2023-03-31 | $601k | 1.5k | 411.09 |
| 2022-12-31 | $1.2M | 3.0k | 384.21 |
| 2022-09-30 | $884k | 2.5k | 358.48 |
| 2022-06-30 | $1.1M | 2.9k | 379.04 |
| 2022-03-31 | $2.2M | 5.0k | 453.77 |
| 2021-12-31 | $867k | 1.8k | 476.90 |
| 2021-09-30 | $800k | 1.9k | 431.03 |
| 2021-06-30 | $802k | 1.9k | 430.03 |
| 2020-12-31 | $728k | 1.9k | 375.26 |