iShares S&P 500 Index shares owned by Ballew Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ballew Advisors
from 13F filings
Historical chart of Ballew Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Ballew Advisors 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 Ballew Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $26M | 51k | 516.72 |
| 2023-12-31 | $25M | 51k | 477.30 |
| 2023-09-30 | $22M | 52k | 426.56 |
| 2023-06-30 | $23M | 52k | 444.94 |
| 2023-03-31 | $23M | 53k | 438.56 |
| 2022-12-31 | $21M | 52k | 398.80 |
| 2022-09-30 | $19M | 52k | 361.62 |
| 2022-06-30 | $18M | 47k | 379.87 |
| 2022-03-31 | $21M | 48k | 445.19 |
| 2021-12-31 | $22M | 47k | 466.76 |
| 2021-09-30 | $20M | 46k | 439.62 |
| 2021-06-30 | $21M | 48k | 437.48 |
| 2021-03-31 | $37M | 92k | 402.07 |
| 2020-12-31 | $18M | 48k | 380.13 |
| 2020-09-30 | $17M | 49k | 340.91 |
| 2020-06-30 | $16M | 51k | 314.98 |
| 2020-03-31 | $13M | 50k | 258.40 |
| 2019-12-31 | $7.8M | 24k | 328.06 |
| 2019-09-30 | $5.9M | 20k | 290.12 |
| 2019-06-30 | $5.0M | 17k | 302.46 |
| 2019-03-31 | $4.7M | 16k | 294.92 |
| 2018-12-31 | $4.0M | 15k | 272.15 |
| 2018-09-30 | $3.3M | 12k | 267.10 |
| 2018-06-30 | $2.8M | 10k | 273.00 |
| 2018-03-31 | $1.5M | 5.5k | 265.41 |
| 2017-12-31 | $887k | 3.3k | 268.71 |