iShares S&P 500 Index shares owned by Choate Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Choate Investment Advisors
from 13F filings
Historical chart of Choate Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Choate Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7B | 2.8M | 588.68 |
| 2024-09-30 | $1.6B | 2.8M | 576.82 |
| 2024-06-30 | $1.5B | 2.7M | 547.23 |
| 2024-03-31 | $1.4B | 2.7M | 525.73 |
| 2023-09-30 | $859M | 2.0M | 429.43 |
| 2023-06-30 | $862M | 1.9M | 445.71 |
| 2023-03-31 | $588M | 1.4M | 411.08 |
| 2022-12-31 | $327M | 850k | 384.21 |
| 2022-09-30 | $300M | 837k | 358.65 |
| 2022-06-30 | $337M | 890k | 379.15 |
| 2022-03-31 | $415M | 915k | 453.69 |
| 2021-12-31 | $456M | 956k | 476.99 |
| 2021-09-30 | $432M | 1.0M | 430.82 |
| 2021-06-30 | $477M | 1.1M | 429.92 |
| 2021-03-31 | $471M | 1.2M | 397.82 |
| 2020-12-31 | $457M | 1.2M | 375.39 |
| 2020-09-30 | $427M | 1.3M | 336.06 |
| 2020-06-30 | $412M | 1.3M | 309.69 |
| 2020-03-31 | $377M | 1.5M | 258.40 |
| 2019-12-31 | $507M | 1.6M | 323.24 |
| 2019-09-30 | $476M | 1.6M | 298.52 |
| 2019-06-30 | $476M | 1.6M | 294.75 |
| 2019-03-31 | $475M | 1.7M | 284.56 |
| 2018-12-31 | $416M | 1.7M | 251.61 |
| 2018-09-30 | $611M | 3.0M | 203.12 |
| 2018-06-30 | $483M | 1.8M | 273.05 |
| 2018-03-31 | $497M | 1.9M | 265.37 |
| 2017-12-31 | $520M | 1.9M | 268.85 |
| 2017-09-30 | $485M | 1.9M | 252.93 |
| 2017-06-30 | $474M | 1.9M | 243.41 |
| 2017-03-31 | $471M | 2.0M | 237.27 |
| 2016-12-31 | $455M | 2.0M | 224.99 |
| 2016-09-30 | $450M | 2.1M | 217.56 |
| 2016-06-30 | $444M | 2.1M | 210.50 |
| 2016-03-31 | $441M | 2.1M | 206.65 |
| 2015-12-31 | $375M | 1.9M | 192.71 |
| 2015-09-30 | $375M | 1.9M | 192.71 |
| 2015-06-30 | $390M | 1.9M | 207.22 |
| 2015-03-31 | $377M | 1.8M | 207.83 |
| 2014-12-31 | $362M | 1.7M | 206.87 |
| 2014-09-30 | $332M | 1.7M | 198.26 |
| 2014-06-30 | $320M | 1.6M | 197.00 |
| 2014-03-31 | $289M | 1.5M | 188.14 |
| 2013-12-31 | $227M | 1.3M | 168.90 |
| 2013-09-30 | $227M | 1.3M | 168.90 |
| 2013-06-30 | $208M | 1.3M | 160.88 |
| 2013-03-31 | $201M | 1.3M | 157.36 |
| 2012-06-30 | $161M | 1.2M | 136.75 |
| 2012-03-31 | $179M | 1.3M | 141.21 |
| 2011-09-30 | $147M | 1.3M | 113.69 |
| 2011-06-30 | $168M | 1.3M | 132.42 |
| 2011-03-31 | $146M | 1.1M | 133.01 |
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