iShares S&P 500 Index shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Capital Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 23k | 525.76 |
| 2023-12-31 | $11M | 24k | 477.64 |
| 2023-09-30 | $10M | 24k | 429.44 |
| 2023-06-30 | $11M | 25k | 445.72 |
| 2023-03-31 | $10M | 25k | 411.09 |
| 2022-12-31 | $9.6M | 25k | 384.22 |
| 2022-09-30 | $9.0M | 25k | 358.67 |
| 2022-06-30 | $9.6M | 25k | 379.16 |
| 2022-03-31 | $11M | 25k | 453.69 |
| 2021-12-31 | $11M | 25k | 433.17 |
More positions owned by Capital Performance Advisors
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