iShares S&P 500 Index shares owned by Coastal Capital Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Coastal Capital Group
from 13F filings
Historical chart of Coastal Capital Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Coastal Capital 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 Coastal Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $113M | 252k | 445.71 |
| 2023-03-31 | $104M | 253k | 411.08 |
| 2022-12-31 | $94M | 262k | 358.65 |
| 2022-09-30 | $94M | 262k | 358.65 |
| 2022-06-30 | $98M | 259k | 379.15 |
| 2022-03-31 | $118M | 260k | 453.69 |
| 2021-12-31 | $124M | 261k | 476.99 |
| 2021-09-30 | $113M | 261k | 430.82 |
| 2021-06-30 | $113M | 262k | 429.92 |
| 2021-03-31 | $100M | 252k | 397.82 |
| 2020-12-31 | $94M | 249k | 375.39 |
| 2020-09-30 | $90M | 265k | 338.24 |
| 2020-06-30 | $84M | 268k | 313.45 |
| 2020-03-31 | $69M | 268k | 258.40 |
| 2019-12-31 | $50M | 155k | 323.24 |
| 2019-09-30 | $41M | 136k | 298.52 |
| 2019-06-30 | $36M | 121k | 294.75 |
| 2019-03-31 | $28M | 100k | 284.56 |
| 2018-12-31 | $17M | 67k | 251.61 |