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iShares S&P 500 Index shares owned by Advanced Asset Management Advisors

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

Historical chart of Advanced Asset Management 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 Advanced Asset Management Advisors 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 Advanced Asset Management Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $38M 69k 547.23
2024-06-30 $38M 69k 547.23
2024-03-31 $36M 69k 525.73
2023-12-31 $33M 69k 477.63
2023-09-30 $30M 69k 429.43
2023-06-30 $31M 69k 445.71
2023-03-31 $29M 69k 411.08
2022-12-31 $27M 69k 384.21
2022-09-30 $25M 69k 358.65
2022-06-30 $26M 69k 379.16
2022-03-31 $31M 69k 453.69
2021-12-31 $33M 69k 476.99
2021-09-30 $30M 69k 430.82
2021-06-30 $30M 69k 429.91
2021-03-31 $28M 69k 397.82
2020-12-31 $26M 69k 375.39
2020-09-30 $23M 69k 336.05
2020-06-30 $21M 69k 309.70
2020-03-31 $26M 101k 258.40
2019-12-31 $33M 102k 323.24
2019-09-30 $30M 102k 298.52
2019-06-30 $30M 102k 294.75
2019-03-31 $29M 102k 284.56
2018-12-31 $26M 101k 251.61
2018-09-30 $30M 101k 292.73
2018-06-30 $28M 101k 273.05
2018-03-31 $27M 101k 265.37
2017-12-31 $27M 101k 268.85