iShares S&P 500 Index shares owned by Apex Investment Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Apex Investment Services
from 13F filings
Historical chart of Apex Investment Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Apex Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.3M | 9.3k | 576.82 |
| 2024-06-30 | $5.3M | 9.8k | 547.23 |
| 2024-03-31 | $5.4M | 10k | 525.73 |
| 2023-12-31 | $5.0M | 11k | 477.63 |
| 2023-09-30 | $6.1M | 14k | 429.43 |
| 2023-06-30 | $7.0M | 16k | 445.71 |
| 2023-03-31 | $6.6M | 16k | 411.08 |
| 2022-12-31 | $6.3M | 16k | 384.21 |
| 2022-09-30 | $5.9M | 17k | 358.64 |
| 2022-06-30 | $6.3M | 17k | 379.15 |
| 2022-03-31 | $7.7M | 17k | 453.69 |
| 2021-12-31 | $8.2M | 17k | 477.00 |
| 2021-09-30 | $7.6M | 18k | 430.79 |
| 2021-06-30 | $7.8M | 18k | 429.92 |
| 2021-03-31 | $8.8M | 22k | 397.83 |
| 2020-12-31 | $8.5M | 23k | 375.41 |
| 2020-09-30 | $7.8M | 23k | 336.07 |
| 2020-06-30 | $7.5M | 24k | 309.67 |
| 2020-03-31 | $7.4M | 29k | 258.39 |
| 2019-12-31 | $2.6M | 8.0k | 323.28 |
| 2019-09-30 | $2.4M | 8.1k | 298.58 |
| 2019-06-30 | $2.5M | 8.3k | 294.77 |
| 2019-03-31 | $2.4M | 8.4k | 284.57 |
| 2018-12-31 | $2.3M | 9.2k | 251.62 |
| 2018-09-30 | $2.7M | 9.3k | 292.69 |
| 2018-06-30 | $2.5M | 9.3k | 273.07 |
| 2018-03-31 | $2.5M | 9.5k | 265.42 |
| 2017-12-31 | $2.8M | 11k | 268.86 |
| 2017-09-30 | $2.8M | 11k | 252.94 |
| 2017-06-30 | $2.7M | 11k | 243.43 |
| 2017-03-31 | $2.7M | 11k | 237.26 |
| 2016-12-31 | $2.6M | 12k | 225.01 |
| 2016-09-30 | $2.5M | 12k | 217.55 |
| 2016-06-30 | $2.5M | 12k | 210.50 |
| 2016-03-31 | $2.5M | 12k | 206.66 |
| 2015-12-31 | $2.9M | 14k | 204.84 |
| 2015-09-30 | $2.8M | 14k | 192.71 |
| 2015-06-30 | $3.2M | 15k | 207.21 |
| 2015-03-31 | $3.4M | 16k | 207.83 |
| 2014-12-31 | $3.5M | 17k | 206.88 |
| 2014-09-30 | $3.4M | 17k | 198.25 |
| 2014-06-30 | $3.3M | 17k | 197.01 |
| 2014-03-31 | $3.2M | 17k | 188.12 |
| 2013-12-31 | $3.2M | 17k | 185.68 |
| 2013-09-30 | $2.9M | 17k | 168.93 |
| 2013-06-30 | $3.2M | 20k | 160.90 |
| 2013-03-31 | $3.1M | 20k | 157.35 |
| 2012-12-31 | $2.8M | 20k | 143.13 |