iShares S&P 500 Index shares owned by Convergent Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Convergent Wealth Advisors
from 13F filings
Historical chart of Convergent Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Convergent Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2015-09-30 | $160M | 830k | 192.71 |
| 2015-06-30 | $148M | 716k | 207.22 |
| 2015-03-31 | $183M | 882k | 207.83 |
| 2014-12-31 | $240M | 1.2M | 206.87 |
| 2014-09-30 | $265M | 1.3M | 198.26 |
| 2014-06-30 | $273M | 1.4M | 197.00 |
| 2014-03-31 | $277M | 1.5M | 188.14 |
| 2013-12-31 | $283M | 1.5M | 185.65 |
| 2013-09-30 | $237M | 1.4M | 168.90 |
| 2013-06-30 | $234M | 1.5M | 160.88 |
| 2013-03-31 | $208M | 1.3M | 157.36 |
| 2012-12-31 | $178M | 1.2M | 143.14 |
| 2012-09-30 | $142M | 986k | 144.40 |
| 2012-06-30 | $138M | 1.0M | 137.33 |
| 2012-03-31 | $141M | 1.0M | 141.21 |
| 2011-12-31 | $134M | 1.1M | 125.96 |
| 2011-09-30 | $130M | 1.1M | 113.69 |
| 2011-06-30 | $186M | 1.4M | 132.42 |
| 2011-03-31 | $147M | 1.1M | 133.01 |
| 2010-12-31 | $146M | 1.2M | 126.25 |
More positions owned by Convergent Wealth Advisors
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