Arbor Investment Advisors »

iShares S&P 500 Index shares owned by Arbor Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Arbor Investment Advisors from 13F filings

Historical chart of Arbor Investment 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 Arbor Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Arbor Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 2.7k 525.68
2023-12-31 $1.3M 2.7k 477.66
2023-09-30 $1.3M 2.9k 429.46
2023-06-30 $1.3M 2.9k 445.74
2023-03-31 $1.3M 3.1k 411.11
2022-12-31 $1.0M 2.7k 384.28
2022-09-30 $995k 2.8k 358.56
2022-06-30 $1.0M 2.7k 378.93
2022-03-31 $1.2M 2.7k 453.65
2021-12-31 $1.3M 2.8k 476.85
2021-09-30 $1.2M 2.8k 431.00
2021-06-30 $1.3M 3.0k 429.72
2021-03-31 $1.2M 3.0k 397.98
2020-12-31 $1.1M 3.0k 375.51
2020-09-30 $932k 2.8k 335.98
2020-06-30 $865k 2.8k 309.81
2020-03-31 $700k 2.7k 258.49
2019-12-31 $930k 2.9k 323.14
2019-09-30 $800k 2.7k 298.51
2019-06-30 $788k 2.7k 294.69
2019-03-31 $747k 2.6k 284.57
2018-12-31 $538k 2.1k 251.40
2018-09-30 $324k 1.1k 293.21
2018-06-30 $301k 1.1k 272.89