iShares S&P 500 Index shares owned by Aveo Capital Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aveo Capital Partners
from 13F filings
Historical chart of Aveo Capital Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Aveo Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Aveo Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $30M | 63k | 477.63 |
| 2023-09-30 | $27M | 63k | 429.43 |
| 2023-06-30 | $28M | 62k | 445.71 |
| 2023-03-31 | $25M | 60k | 411.08 |
| 2022-12-31 | $22M | 58k | 384.21 |
| 2022-09-30 | $22M | 60k | 358.65 |
| 2022-06-30 | $22M | 58k | 379.15 |
| 2022-03-31 | $26M | 58k | 453.68 |
| 2021-12-31 | $27M | 56k | 477.00 |
| 2021-09-30 | $22M | 51k | 430.81 |
| 2021-06-30 | $19M | 45k | 429.92 |
| 2021-03-31 | $17M | 42k | 397.82 |
| 2020-12-31 | $280k | 747 | 374.83 |
| 2020-09-30 | $11M | 31k | 336.05 |
| 2020-06-30 | $211k | 681 | 309.84 |
| 2020-03-31 | $8.9M | 34k | 258.40 |
| 2019-12-31 | $11M | 34k | 323.23 |
| 2019-09-30 | $10M | 34k | 309.12 |
| 2019-06-30 | $10M | 33k | 303.16 |
| 2019-03-31 | $9.0M | 32k | 284.55 |
| 2018-12-31 | $7.4M | 29k | 251.62 |
| 2018-09-30 | $7.2M | 26k | 277.22 |
| 2018-06-30 | $6.1M | 22k | 273.05 |
| 2018-03-31 | $6.5M | 25k | 265.39 |
| 2017-12-31 | $4.9M | 18k | 268.88 |
| 2017-09-30 | $4.2M | 17k | 252.94 |
| 2017-06-30 | $3.8M | 16k | 243.40 |
| 2017-03-31 | $2.8M | 12k | 237.28 |
| 2016-12-31 | $5.2M | 23k | 225.00 |