iShares S&P 500 Index shares owned by Client 1st Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Client 1st Advisory Group
from 13F filings
Historical chart of Client 1st Advisory Group 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 Client 1st Advisory Group 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 Client 1st Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.8M | 3.3k | 547.22 |
| 2024-03-31 | $1.7M | 3.3k | 525.72 |
| 2023-09-30 | $1.4M | 3.2k | 429.41 |
| 2023-06-30 | $1.6M | 3.5k | 445.69 |
| 2023-03-31 | $1.5M | 3.6k | 411.06 |
| 2022-12-31 | $1.3M | 3.4k | 384.19 |
| 2022-09-30 | $793k | 2.2k | 358.66 |
| 2022-06-30 | $324k | 855 | 378.95 |
| 2022-03-31 | $323k | 713 | 453.02 |
| 2020-03-31 | $290k | 1.1k | 258.24 |