iShares S&P 500 Index shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner 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 Cary Street Partner 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 Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 22k | 525.74 |
| 2023-12-31 | $1.8M | 3.8k | 477.01 |
| 2023-09-30 | $4.5M | 11k | 429.43 |
| 2023-06-30 | $4.9M | 11k | 445.73 |
| 2023-03-31 | $2.0M | 4.9k | 411.06 |
| 2022-12-31 | $2.0M | 5.2k | 384.24 |
| 2022-09-30 | $2.2M | 6.0k | 358.67 |
| 2022-06-30 | $2.4M | 6.3k | 379.13 |
| 2022-03-31 | $2.1M | 4.7k | 453.69 |
| 2021-12-31 | $1.8M | 3.8k | 477.01 |
| 2021-09-30 | $1.5M | 3.5k | 430.90 |
| 2021-06-30 | $1.5M | 3.4k | 429.83 |
| 2021-03-31 | $1.4M | 3.4k | 397.90 |
| 2020-12-31 | $1.6M | 4.2k | 375.45 |
| 2020-09-30 | $1.3M | 3.8k | 335.95 |
| 2020-06-30 | $861k | 2.8k | 309.49 |
| 2019-12-31 | $963k | 3.0k | 323.26 |
| 2018-12-31 | $584k | 2.3k | 251.29 |
More positions owned by Cary Street Partner Investment Advisory
View all positions for Cary Street Partner Investment Advisory