iShares S&P 500 Index shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Concurrent Investment Advisors 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 Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $66M | 98k | 669.30 |
| 2025-06-30 | $55M | 89k | 620.90 |
| 2025-03-31 | $48M | 85k | 561.90 |
| 2024-12-31 | $55M | 93k | 588.68 |
| 2024-09-30 | $46M | 79k | 576.82 |
| 2024-06-30 | $46M | 84k | 547.23 |
| 2024-03-31 | $42M | 80k | 525.73 |
| 2023-12-31 | $34M | 72k | 477.62 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors