iShares S&P 500 Index shares owned by Ascent Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ascent Group
from 13F filings
Historical chart of Ascent Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Ascent Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 22k | 576.82 |
| 2024-06-30 | $12M | 23k | 547.23 |
| 2024-03-31 | $12M | 23k | 525.73 |
| 2023-09-30 | $9.7M | 22k | 435.84 |
| 2023-06-30 | $8.6M | 19k | 451.17 |
| 2023-03-31 | $5.4M | 13k | 411.09 |
| 2022-12-31 | $4.5M | 12k | 384.21 |
| 2022-09-30 | $4.6M | 12k | 387.76 |
| 2022-06-30 | $3.7M | 9.0k | 414.29 |
| 2022-03-31 | $3.8M | 8.4k | 453.63 |
| 2021-12-31 | $4.5M | 10k | 439.97 |