iShares S&P 500 Index shares owned by Colton Groome Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Colton Groome Financial Advisors
from 13F filings
Historical chart of Colton Groome Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Colton Groome Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $46M | 88k | 525.73 |
| 2023-12-31 | $40M | 84k | 477.63 |
| 2023-09-30 | $32M | 75k | 429.43 |
| 2023-06-30 | $30M | 68k | 445.71 |
| 2023-03-31 | $21M | 52k | 411.08 |
| 2022-12-31 | $14M | 36k | 384.21 |
| 2022-09-30 | $12M | 34k | 358.64 |
| 2022-06-30 | $15M | 38k | 379.14 |
| 2022-03-31 | $15M | 32k | 453.70 |
| 2021-12-31 | $14M | 29k | 477.00 |
| 2021-09-30 | $9.8M | 23k | 430.81 |
| 2021-06-30 | $5.1M | 12k | 429.94 |
| 2021-03-31 | $3.2M | 8.1k | 397.78 |
| 2020-12-31 | $1.1M | 2.9k | 375.39 |
More positions owned by Colton Groome Financial Advisors
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