iShares S&P 500 Index shares owned by Checchi Capital Advisers
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Checchi Capital Advisers
from 13F filings
Historical chart of Checchi Capital Advisers 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 Checchi Capital Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Checchi Capital Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $718k | 1.4k | 525.73 |
2023-12-31 | $652k | 1.4k | 477.63 |
2023-09-30 | $587k | 1.4k | 429.43 |
2023-06-30 | $1.4M | 3.1k | 445.71 |
2023-03-31 | $1.7M | 4.0k | 411.08 |
2022-12-31 | $778k | 2.0k | 384.21 |
2022-09-30 | $727k | 2.0k | 358.84 |
2022-06-30 | $839k | 2.0k | 414.12 |
2022-03-31 | $239k | 526 | 454.37 |
2021-12-31 | $251k | 526 | 477.19 |
2021-09-30 | $227k | 526 | 431.56 |
2021-06-30 | $871k | 2.0k | 429.91 |
2021-03-31 | $806k | 2.0k | 397.83 |
2020-12-31 | $781k | 2.1k | 375.30 |
2020-09-30 | $504k | 1.5k | 336.00 |
2020-06-30 | $465k | 1.5k | 310.00 |
2020-03-31 | $517k | 2.0k | 258.50 |
2019-12-31 | $323k | 1.0k | 323.00 |