iShares S&P 500 Index shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.2M | 18k | 525.74 |
| 2023-12-31 | $8.4M | 18k | 477.64 |
| 2023-09-30 | $7.6M | 18k | 429.43 |
| 2023-06-30 | $7.5M | 17k | 445.72 |
| 2023-03-31 | $7.4M | 18k | 411.07 |
| 2022-12-31 | $7.0M | 18k | 384.20 |
| 2022-09-30 | $6.6M | 18k | 358.65 |
| 2022-06-30 | $7.0M | 18k | 379.15 |
| 2022-03-31 | $8.6M | 19k | 453.66 |
| 2021-12-31 | $11M | 23k | 476.99 |