iShares S&P 500 Index shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors 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 Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 46k | 669.30 |
| 2025-06-30 | $30M | 48k | 620.90 |
| 2025-03-31 | $25M | 44k | 561.89 |
| 2024-12-31 | $25M | 43k | 588.69 |
| 2024-09-30 | $11M | 20k | 576.82 |
| 2024-06-30 | $2.7M | 4.9k | 547.23 |
| 2024-03-31 | $3.1M | 5.9k | 525.73 |
| 2023-09-30 | $1.3M | 3.0k | 429.43 |
| 2023-06-30 | $1.1M | 2.4k | 445.71 |
| 2023-03-31 | $1.1M | 2.7k | 411.02 |
| 2022-12-31 | $1.3M | 3.4k | 384.21 |
| 2022-09-30 | $1.2M | 3.4k | 358.78 |
| 2022-06-30 | $1.6M | 4.3k | 379.13 |
| 2022-03-31 | $2.5M | 5.5k | 453.81 |
| 2021-12-31 | $1.3M | 2.8k | 477.02 |
| 2021-09-30 | $1.1M | 2.5k | 430.67 |
| 2021-06-30 | $1.1M | 2.6k | 430.03 |
| 2021-03-31 | $303k | 762 | 397.64 |
| 2020-12-31 | $233k | 622 | 374.60 |
| 2020-09-30 | $928k | 2.8k | 336.11 |
| 2020-06-30 | $500k | 1.6k | 309.60 |
| 2020-03-31 | $332k | 1.3k | 258.16 |
| 2019-12-31 | $486k | 1.5k | 322.71 |
| 2019-09-30 | $102k | 342 | 298.25 |