iShares S&P 500 Index shares owned by Atlas Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Atlas Private Wealth Advisors
from 13F filings
Historical chart of Atlas Private Wealth 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 Atlas Private Wealth 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 Atlas Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 2.5k | 577.09 |
| 2024-06-30 | $1.4M | 2.6k | 547.31 |
| 2024-03-31 | $731k | 1.4k | 526.01 |
| 2023-12-31 | $1.3M | 2.7k | 477.70 |
| 2023-09-30 | $1.2M | 2.9k | 429.34 |
| 2023-06-30 | $1.4M | 3.0k | 445.62 |
| 2023-03-31 | $654k | 1.6k | 411.13 |
| 2022-12-31 | $623k | 1.6k | 384.27 |
| 2022-09-30 | $581k | 1.6k | 358.64 |
| 2022-06-30 | $650k | 1.7k | 379.45 |
| 2022-03-31 | $793k | 1.7k | 477.14 |
| 2021-12-31 | $793k | 1.7k | 477.14 |
| 2021-09-30 | $523k | 1.2k | 431.16 |
| 2021-06-30 | $516k | 1.2k | 429.64 |
| 2021-03-31 | $448k | 1.1k | 397.52 |
| 2020-12-31 | $465k | 1.2k | 375.61 |
| 2020-09-30 | $478k | 1.4k | 336.15 |
| 2020-06-30 | $489k | 1.6k | 309.89 |
More positions owned by Atlas Private Wealth Advisors
View all positions for Atlas Private Wealth Advisors