iShares S&P 500 Index shares owned by Albion Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Albion Financial Group
from 13F filings
Historical chart of Albion Financial Group 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 Albion Financial Group 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 Albion Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $114k | 197 | 577.74 |
2024-06-30 | $455k | 832 | 547.23 |
2024-03-31 | $194k | 368 | 525.73 |
2023-12-31 | $527k | 1.1k | 477.63 |
2023-09-30 | $670k | 1.6k | 429.43 |
2023-06-30 | $5.4M | 12k | 445.71 |
2023-03-31 | $1.6k | 4 | 411.25 |
2022-12-31 | $1.5k | 4 | 384.25 |
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