iShares S&P 500 Index shares owned by Asset Advisors Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Asset Advisors Investment Management
from 13F filings
Historical chart of Asset Advisors Investment Management 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 Asset Advisors Investment Management 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 Asset Advisors Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $263k | 550 | 477.63 |
| 2023-09-30 | $378k | 879 | 429.43 |
| 2023-06-30 | $436k | 979 | 445.71 |
| 2023-03-31 | $402k | 979 | 411.08 |
| 2022-12-31 | $376k | 979 | 384.21 |
| 2022-09-30 | $356k | 993 | 358.51 |
| 2022-06-30 | $376k | 993 | 378.65 |
| 2022-03-31 | $451k | 993 | 454.18 |
| 2021-12-31 | $453k | 950 | 476.84 |
| 2021-09-30 | $618k | 1.4k | 430.96 |
| 2021-06-30 | $617k | 1.4k | 430.27 |
| 2021-03-31 | $592k | 1.4k | 412.83 |
| 2020-12-31 | $538k | 1.4k | 375.17 |
| 2020-09-30 | $482k | 1.4k | 336.12 |
| 2020-06-30 | $444k | 1.4k | 309.62 |
| 2020-03-31 | $371k | 1.4k | 258.72 |
| 2019-12-31 | $528k | 1.6k | 328.77 |
| 2019-09-30 | $479k | 1.6k | 298.26 |
| 2019-06-30 | $473k | 1.6k | 294.52 |
| 2019-03-31 | $457k | 1.6k | 284.56 |
| 2018-12-31 | $404k | 1.6k | 251.56 |
| 2018-09-30 | $470k | 1.6k | 292.65 |
More positions owned by Asset Advisors Investment Management
View all positions for Asset Advisors Investment Management