iShares S&P 500 Index shares owned by Capital Investment Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capital Investment Advisory Services
from 13F filings
Historical chart of Capital Investment Advisory Services 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 Investment Advisory Services 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 Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 21k | 525.73 |
| 2023-12-31 | $10M | 22k | 477.62 |
| 2023-09-30 | $9.3M | 22k | 429.43 |
| 2023-06-30 | $9.2M | 21k | 445.71 |
| 2023-03-31 | $7.4M | 18k | 411.08 |
| 2022-12-31 | $6.3M | 17k | 384.22 |
| 2022-09-30 | $4.3M | 12k | 358.66 |
| 2022-06-30 | $3.9M | 10k | 379.14 |
| 2022-03-31 | $4.6M | 10k | 453.74 |
| 2021-12-31 | $4.7M | 9.9k | 476.96 |
| 2021-09-30 | $4.1M | 9.6k | 430.78 |
| 2021-06-30 | $4.0M | 9.4k | 429.88 |
| 2021-03-31 | $3.8M | 9.5k | 397.83 |
| 2020-12-31 | $3.6M | 9.7k | 375.35 |
| 2020-09-30 | $3.3M | 9.9k | 336.05 |
| 2020-06-30 | $2.8M | 9.0k | 309.69 |
| 2020-03-31 | $899k | 3.5k | 258.26 |
| 2019-12-31 | $988k | 3.1k | 323.19 |
| 2019-09-30 | $652k | 2.2k | 298.67 |
| 2019-06-30 | $640k | 2.1k | 299.35 |
| 2019-03-31 | $691k | 2.4k | 284.48 |
| 2018-12-31 | $583k | 2.3k | 251.73 |
| 2018-09-30 | $780k | 2.7k | 292.68 |
| 2018-06-30 | $547k | 2.0k | 273.23 |
| 2018-03-31 | $440k | 1.7k | 265.38 |
| 2017-12-31 | $693k | 2.6k | 268.81 |
| 2017-09-30 | $1.2M | 4.9k | 252.95 |
| 2017-06-30 | $993k | 4.1k | 243.38 |
| 2017-03-31 | $620k | 2.6k | 237.37 |
| 2016-12-31 | $254k | 1.1k | 224.98 |
More positions owned by Capital Investment Advisory Services
View all positions for Capital Investment Advisory Services