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
Download as csv Download as ExcelQuarterly 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 |
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