iShares S&P 500 Index shares owned by Centerpoint Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Centerpoint Advisors
from 13F filings
Historical chart of Centerpoint Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Centerpoint Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $70M | 122k | 576.82 |
| 2024-06-30 | $66M | 120k | 547.23 |
| 2024-03-31 | $62M | 119k | 525.73 |
| 2023-12-31 | $48M | 100k | 477.64 |
| 2023-09-30 | $42M | 99k | 429.43 |
| 2023-06-30 | $42M | 95k | 445.71 |
| 2023-03-31 | $37M | 90k | 411.07 |
| 2022-12-31 | $33M | 87k | 384.21 |
| 2022-09-30 | $30M | 83k | 358.65 |
| 2022-06-30 | $30M | 79k | 379.15 |
| 2022-03-31 | $32M | 71k | 453.68 |
| 2021-12-31 | $32M | 66k | 476.99 |
| 2021-09-30 | $30M | 69k | 430.83 |
| 2021-06-30 | $29M | 67k | 429.93 |
| 2021-03-31 | $26M | 65k | 397.82 |
| 2020-12-31 | $23M | 62k | 375.39 |
| 2020-09-30 | $20M | 60k | 336.06 |
| 2020-06-30 | $13M | 43k | 309.69 |
| 2020-03-31 | $52k | 203 | 256.16 |
| 2019-12-31 | $66k | 203 | 325.12 |
| 2019-09-30 | $999 | 3 | 333.33 |
| 2019-06-30 | $999 | 3 | 333.33 |
| 2019-03-31 | $999 | 3 | 333.33 |
| 2018-12-31 | $116k | 460 | 252.17 |
| 2018-09-30 | $999 | 3 | 333.33 |
| 2018-06-30 | $999 | 3 | 333.33 |
| 2018-03-31 | $999 | 3 | 333.33 |
| 2017-12-31 | $999 | 3 | 333.33 |