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

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

Historical chart of Advantage 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 Advantage 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 Advantage Investment Management

Quarter filed Position value Share count Share price at filing
2019-09-30 $281k 942 298.30
2019-06-30 $313k 1.1k 294.45
2019-03-31 $124k 437 283.75
2018-12-31 $864k 3.4k 251.67
2018-09-30 $1.2M 4.0k 292.82
2018-06-30 $679k 2.5k 272.91
2018-03-31 $14M 54k 265.36
2017-12-31 $14M 52k 268.86
2017-09-30 $13M 52k 252.92
2017-06-30 $186k 765 243.14
2017-03-31 $160k 673 237.74
2016-12-31 $1.0M 4.5k 224.97
2016-09-30 $11M 49k 217.56
2016-06-30 $783k 3.7k 210.48
2016-03-31 $369k 1.8k 206.61
2015-12-31 $2.5M 12k 204.91
2015-09-30 $29k 150 193.33
2015-06-30 $31k 150 206.67
2015-03-31 $109k 524 208.02
2014-12-31 $235k 1.1k 207.05