iShares S&P 500 Index shares owned by Capital Directions Investment Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capital Directions Investment Advisory
from 13F filings
Historical chart of Capital Directions Investment Advisory 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 Capital Directions Investment Advisory 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 Capital Directions Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $1.9M | 4.9k | 384.17 |
| 2022-09-30 | $0 | 0 | 0.00 |
| 2022-06-30 | $2.5M | 6.7k | 379.16 |
| 2022-03-31 | $3.1M | 6.8k | 453.75 |
| 2021-12-31 | $3.3M | 6.9k | 476.96 |
| 2021-09-30 | $2.2M | 5.2k | 430.80 |
| 2021-06-30 | $2.1M | 4.9k | 429.94 |
| 2020-12-31 | $1.9M | 5.2k | 374.71 |
| 2020-09-30 | $1.8M | 5.4k | 336.04 |
| 2020-06-30 | $1.7M | 5.4k | 309.70 |
| 2020-03-31 | $1.5M | 5.6k | 258.32 |
| 2019-12-31 | $2.1M | 6.5k | 323.15 |
| 2019-09-30 | $1.9M | 6.3k | 298.51 |
| 2019-06-30 | $1.9M | 6.4k | 294.76 |
| 2019-03-31 | $1.8M | 6.3k | 284.56 |
| 2018-12-31 | $1.7M | 6.6k | 251.55 |
| 2018-09-30 | $2.6M | 9.0k | 292.71 |
| 2018-06-30 | $2.4M | 8.8k | 272.99 |
| 2018-03-31 | $2.3M | 8.8k | 265.34 |
| 2017-12-31 | $2.4M | 8.8k | 268.86 |
| 2017-09-30 | $2.0M | 7.8k | 252.89 |
| 2017-06-30 | $1.9M | 7.8k | 243.39 |
| 2017-03-31 | $1.9M | 7.9k | 237.32 |
| 2016-12-31 | $606k | 2.7k | 225.11 |
| 2016-09-30 | $586k | 2.7k | 217.68 |
| 2016-06-30 | $567k | 2.7k | 210.62 |
| 2016-03-31 | $556k | 2.7k | 206.54 |
| 2015-12-31 | $551k | 2.7k | 204.68 |
| 2015-09-30 | $470k | 2.4k | 192.47 |
| 2015-06-30 | $573k | 2.8k | 207.08 |
| 2015-03-31 | $665k | 3.1k | 211.25 |
| 2014-12-31 | $618k | 3.0k | 207.59 |
| 2014-09-30 | $560k | 2.7k | 205.35 |
| 2014-06-30 | $537k | 2.7k | 196.92 |
| 2014-03-31 | $677k | 3.6k | 188.06 |
| 2013-12-31 | $873k | 4.7k | 185.71 |
| 2013-09-30 | $888k | 5.3k | 168.95 |
| 2013-06-30 | $977k | 6.1k | 160.90 |
| 2013-03-31 | $1.2M | 7.3k | 157.33 |
| 2012-12-31 | $643k | 4.5k | 143.14 |
| 2012-09-30 | $658k | 4.6k | 144.46 |
| 2012-06-30 | $623k | 4.6k | 136.77 |
| 2012-03-31 | $643k | 4.6k | 141.16 |
| 2011-12-31 | $325k | 2.6k | 125.87 |
| 2011-09-30 | $3.4M | 385 | 8800.00 |
| 2011-06-30 | $218k | 1.6k | 132.44 |
| 2011-03-31 | $219k | 1.6k | 133.05 |
More positions owned by Capital Directions Investment Advisory
View all positions for Capital Directions Investment Advisory