iShares S&P 500 Index shares owned by Apexium Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Apexium Financial
from 13F filings
Historical chart of Apexium Financial investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Apexium Financial 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 Apexium Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270M | 404k | 669.30 |
| 2025-06-30 | $244M | 393k | 620.90 |
| 2024-12-31 | $209M | 354k | 588.68 |
| 2024-09-30 | $195M | 338k | 576.82 |
| 2024-06-30 | $173M | 317k | 547.23 |
| 2024-03-31 | $154M | 293k | 525.73 |
| 2023-12-31 | $142M | 297k | 477.63 |
| 2023-09-30 | $127M | 295k | 431.21 |
| 2023-06-30 | $128M | 286k | 445.71 |
| 2023-03-31 | $116M | 281k | 411.08 |
| 2022-12-31 | $128M | 334k | 384.21 |
| 2022-09-30 | $113M | 316k | 358.66 |
| 2022-06-30 | $13M | 33k | 392.03 |
| 2022-03-31 | $12M | 26k | 465.67 |
| 2021-12-31 | $12M | 26k | 476.99 |
| 2021-09-30 | $11M | 24k | 430.82 |
| 2021-06-30 | $10M | 24k | 429.86 |
| 2021-03-31 | $7.6M | 19k | 404.69 |
| 2020-12-31 | $7.0M | 19k | 375.40 |
| 2020-09-30 | $7.1M | 21k | 336.08 |
| 2020-06-30 | $11M | 35k | 309.68 |
| 2020-03-31 | $8.5M | 33k | 258.39 |
| 2019-12-31 | $4.6M | 14k | 323.24 |