iShares S&P 500 Index shares owned by Avestar Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Avestar Capital
from 13F filings
Historical chart of Avestar Capital investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Avestar Capital 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 Avestar Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 33k | 669.31 |
| 2025-06-30 | $21M | 34k | 620.90 |
| 2025-03-31 | $11M | 20k | 561.90 |
| 2024-12-31 | $13M | 21k | 588.68 |
| 2024-09-30 | $7.5M | 13k | 576.82 |
| 2024-06-30 | $7.2M | 13k | 547.23 |
| 2024-03-31 | $7.1M | 13k | 525.73 |
| 2023-12-31 | $8.3M | 17k | 477.63 |
| 2023-09-30 | $8.2M | 19k | 431.51 |
| 2023-06-30 | $11M | 25k | 445.71 |
| 2023-03-31 | $9.8M | 24k | 411.08 |
| 2022-12-31 | $9.3M | 24k | 384.21 |
| 2019-06-30 | $221k | 756 | 291.67 |
| 2019-03-31 | $221k | 781 | 283.33 |
| 2018-12-31 | $234k | 936 | 250.00 |
| 2018-09-30 | $245k | 890 | 275.00 |
| 2018-06-30 | $306k | 1.2k | 250.00 |
| 2018-03-31 | $124k | 497 | 250.00 |
| 2017-12-31 | $474k | 1.9k | 250.00 |