iShares S&P 500 Index shares owned by Ariel Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ariel Capital Advisors
from 13F filings
Historical chart of Ariel Capital Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Ariel Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.4M | 11k | 477.65 |
| 2023-09-30 | $4.8M | 11k | 429.45 |
| 2023-06-30 | $4.8M | 11k | 445.73 |
| 2023-03-31 | $4.5M | 11k | 411.08 |
| 2022-12-31 | $4.0M | 11k | 384.20 |
| 2022-09-30 | $4.1M | 11k | 358.66 |
| 2022-06-30 | $4.3M | 11k | 379.17 |
| 2022-03-31 | $5.2M | 11k | 453.67 |
| 2021-12-31 | $5.5M | 12k | 477.00 |
| 2021-09-30 | $5.0M | 12k | 430.80 |
| 2021-06-30 | $4.6M | 11k | 429.94 |
| 2021-03-31 | $4.3M | 11k | 397.81 |
| 2020-12-31 | $3.9M | 10k | 375.33 |
| 2020-09-30 | $3.5M | 11k | 336.08 |
| 2020-06-30 | $3.2M | 10k | 309.70 |
| 2020-03-31 | $2.4M | 9.4k | 258.39 |
| 2019-12-31 | $3.4M | 11k | 323.27 |
| 2019-09-30 | $2.9M | 9.7k | 298.47 |
| 2019-06-30 | $2.5M | 8.6k | 294.74 |
| 2019-03-31 | $2.4M | 8.6k | 284.60 |
| 2018-12-31 | $2.1M | 8.5k | 251.68 |
| 2018-09-30 | $4.4M | 15k | 292.72 |
| 2018-06-30 | $4.0M | 15k | 273.02 |
| 2018-03-31 | $3.7M | 14k | 265.39 |
| 2017-12-31 | $2.1M | 7.9k | 268.90 |
| 2017-09-30 | $1.9M | 7.4k | 252.94 |
| 2017-06-30 | $1.8M | 7.3k | 243.44 |
| 2017-03-31 | $1.7M | 7.3k | 237.25 |
| 2016-12-31 | $1.4M | 6.3k | 225.03 |
| 2016-09-30 | $1.2M | 5.7k | 217.63 |
| 2016-06-30 | $1.2M | 5.8k | 210.48 |
| 2015-12-31 | $805k | 3.9k | 204.83 |
| 2015-09-30 | $758k | 3.9k | 192.83 |
| 2015-06-30 | $1.0M | 5.0k | 207.17 |
| 2015-03-31 | $950k | 4.6k | 207.92 |
| 2014-12-31 | $546k | 2.6k | 207.05 |