iShares S&P 500 Index shares owned by Advisor
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Advisor
from 13F filings
Historical chart of Advisor 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 Advisor consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-12-31 | $633M | 2.0M | 324.10 |
| 2019-09-30 | $601M | 2.0M | 299.35 |
| 2019-06-30 | $507M | 1.7M | 295.61 |
| 2019-03-31 | $500M | 1.8M | 285.39 |
| 2018-12-31 | $401M | 1.6M | 252.31 |
| 2018-09-30 | $321M | 1.1M | 292.77 |
| 2018-06-30 | $213M | 781k | 273.08 |
| 2018-03-31 | $212M | 798k | 265.40 |
| 2017-12-31 | $214M | 795k | 268.90 |
| 2017-09-30 | $171M | 676k | 252.96 |
| 2017-06-30 | $129M | 534k | 242.33 |
| 2017-03-31 | $86M | 364k | 236.31 |
| 2016-12-31 | $42M | 188k | 223.79 |
| 2016-09-30 | $38M | 176k | 217.11 |
| 2016-06-30 | $28M | 134k | 210.50 |