iShares S&P 500 Index shares owned by Claro Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Claro Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $9.1M | 15k | 588.66 |
| 2024-09-30 | $2.6M | 41k | 62.69 |
| 2024-06-30 | $7.4M | 14k | 547.23 |
| 2024-03-31 | $6.0M | 12k | 525.75 |
| 2023-12-31 | $5.3M | 11k | 477.62 |
| 2023-09-30 | $4.4M | 10k | 429.44 |
| 2023-06-30 | $5.0M | 11k | 445.70 |
| 2023-03-31 | $4.6M | 11k | 411.09 |
| 2022-12-31 | $4.6M | 12k | 384.20 |
| 2022-09-30 | $4.2M | 11k | 379.15 |
| 2022-06-30 | $4.2M | 11k | 379.15 |
| 2022-03-31 | $4.2M | 8.8k | 476.99 |
| 2021-12-31 | $4.2M | 8.7k | 476.97 |
| 2021-09-30 | $675k | 1.6k | 430.76 |
| 2021-06-30 | $504k | 1.2k | 430.40 |
| 2021-03-31 | $464k | 1.2k | 397.94 |
| 2020-12-31 | $1.5M | 4.0k | 375.32 |
| 2020-09-30 | $1.4M | 4.3k | 336.06 |
| 2020-06-30 | $1.4M | 4.6k | 309.68 |
| 2018-12-31 | $161k | 550 | 292.73 |