iShares S&P 500 Index shares owned by CBIZ Investment Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by CBIZ Investment Advisory Services
from 13F filings
Historical chart of CBIZ Investment Advisory Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by CBIZ Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14M | 28k | 485.23 |
| 2023-09-30 | $11M | 25k | 429.44 |
| 2023-06-30 | $11M | 25k | 445.71 |
| 2023-03-31 | $10M | 27k | 379.64 |
| 2022-12-31 | $10M | 27k | 384.21 |
| 2022-09-30 | $9.5M | 27k | 358.66 |
| 2022-06-30 | $18M | 48k | 379.14 |
| 2021-12-31 | $23M | 49k | 476.99 |
| 2021-09-30 | $1.3M | 3.0k | 430.88 |
| 2021-06-30 | $1.3M | 1.0k | 1232.40 |
| 2021-03-31 | $9.7M | 3.0k | 3247.23 |
| 2020-12-31 | $229k | 743 | 308.21 |
| 2020-09-30 | $204k | 607 | 336.08 |
| 2020-06-30 | $188k | 607 | 309.72 |
| 2020-03-31 | $435k | 1.7k | 258.16 |
| 2019-12-31 | $174k | 534 | 325.84 |
More positions owned by CBIZ Investment Advisory Services
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