iShares S&P 500 Index shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1B | 1.7M | 669.30 |
| 2025-06-30 | $966M | 1.6M | 620.91 |
| 2025-03-31 | $919M | 1.6M | 561.91 |
| 2024-12-31 | $924M | 1.6M | 578.00 |
| 2024-09-30 | $881M | 1.5M | 577.42 |
| 2024-03-31 | $830M | 1.6M | 526.15 |
| 2023-12-31 | $1.9B | 4.0M | 478.30 |
| 2023-09-30 | $2.5B | 5.8M | 429.79 |
| 2023-06-30 | $2.5B | 5.7M | 446.59 |
| 2023-03-31 | $2.0B | 4.8M | 411.86 |
| 2022-12-31 | $1.5B | 3.9M | 384.97 |
| 2022-09-30 | $1.8B | 4.9M | 359.20 |
| 2022-06-30 | $1.2B | 3.1M | 379.78 |
| 2022-03-31 | $1.5B | 3.3M | 454.49 |
| 2021-12-31 | $1.6B | 3.4M | 477.99 |
| 2021-09-30 | $1.3B | 3.0M | 431.71 |
| 2021-06-30 | $950M | 2.2M | 430.82 |
| 2021-03-31 | $857M | 2.1M | 398.66 |
| 2020-12-31 | $875M | 2.3M | 376.17 |
| 2020-09-30 | $1.1B | 3.1M | 336.85 |
| 2020-06-30 | $734M | 2.4M | 310.47 |
| 2020-03-31 | $1.3B | 5.1M | 259.01 |