iShares S&P 500 Index shares owned by Consolidated Planning Corp
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Consolidated Planning Corp
from 13F filings
Historical chart of Consolidated Planning Corp investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Consolidated Planning Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $575k | 996 | 576.82 |
| 2024-06-30 | $545k | 996 | 547.23 |
| 2024-03-31 | $548k | 1.0k | 525.73 |
| 2023-12-31 | $498k | 1.0k | 477.63 |
| 2023-09-30 | $473k | 1.1k | 429.43 |
| 2023-06-30 | $491k | 1.1k | 445.71 |
| 2023-03-31 | $251k | 610 | 411.08 |
| 2022-12-31 | $234k | 610 | 384.21 |
| 2022-09-30 | $219k | 610 | 359.02 |
| 2022-06-30 | $286k | 754 | 379.31 |
| 2021-12-31 | $266k | 558 | 476.70 |
| 2021-09-30 | $196k | 454 | 431.72 |
| 2020-12-31 | $224k | 597 | 375.21 |
| 2020-09-30 | $200k | 597 | 335.01 |
| 2019-12-31 | $238k | 736 | 323.37 |
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