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iShares S&P 500 Index shares owned by Comprehensive Financial Consultants Institutional

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Comprehensive Financial Consultants Institutional from 13F filings

Historical chart of Comprehensive Financial Consultants Institutional 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 Comprehensive Financial Consultants Institutional 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 Comprehensive Financial Consultants Institutional

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 2.2k 576.82
2024-06-30 $1.2M 2.2k 547.23
2024-03-31 $1.1M 2.2k 525.73
2023-12-31 $1.0M 2.2k 477.63
2023-09-30 $925k 2.2k 429.43
2023-06-30 $999k 2.2k 453.33
2023-03-31 $883k 2.1k 411.08
2022-12-31 $857k 2.1k 398.80
2022-09-30 $760k 2.1k 367.86
2022-06-30 $816k 2.1k 382.38
2022-03-31 $897k 2.2k 413.17
2021-12-31 $993k 2.3k 439.38