iShares S&P 500 Index shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Alera Investment Advisors 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 Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $225k | 428 | 525.73 |
| 2023-12-31 | $204k | 428 | 477.63 |
| 2023-09-30 | $203k | 472 | 429.43 |
| 2023-06-30 | $210k | 472 | 445.71 |
| 2022-03-31 | $321k | 707 | 454.03 |
| 2021-12-31 | $337k | 707 | 476.66 |
| 2021-09-30 | $305k | 305 | 1000.00 |
| 2021-06-30 | $203k | 473 | 429.18 |
| 2021-03-31 | $329k | 828 | 397.34 |
| 2020-12-31 | $311k | 828 | 375.60 |
| 2020-09-30 | $278k | 828 | 335.75 |
| 2020-06-30 | $256k | 828 | 309.18 |
| 2020-03-31 | $270k | 1.0k | 258.62 |
| 2019-12-31 | $268k | 828 | 323.67 |
| 2019-09-30 | $545k | 1.8k | 298.47 |
| 2019-06-30 | $523k | 1.8k | 294.65 |
| 2019-03-31 | $353k | 1.2k | 284.68 |
| 2018-12-31 | $263k | 1.0k | 251.43 |