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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.0k | 669.30 |
| 2025-06-30 | $1.3M | 2.1k | 620.90 |
| 2024-12-31 | $1.2M | 2.1k | 588.68 |
| 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 |
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