iShares S&P 500 Index shares owned by Cooper Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cooper Financial Group
from 13F filings
Historical chart of Cooper Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Cooper Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $7.5M | 14k | 547.22 |
| 2024-03-31 | $7.0M | 13k | 525.73 |
| 2023-12-31 | $5.6M | 12k | 477.64 |
| 2023-09-30 | $7.3M | 17k | 429.43 |
| 2023-06-30 | $7.1M | 16k | 445.71 |
| 2023-03-31 | $6.3M | 15k | 411.07 |
| 2022-12-31 | $6.6M | 17k | 384.20 |
| 2022-09-30 | $6.9M | 19k | 358.67 |
| 2022-06-30 | $7.8M | 21k | 379.16 |
| 2022-03-31 | $8.6M | 19k | 453.69 |
| 2021-12-31 | $7.7M | 16k | 476.99 |
| 2021-09-30 | $6.9M | 16k | 430.81 |
| 2021-06-30 | $6.8M | 16k | 429.93 |
| 2021-03-31 | $5.7M | 14k | 397.82 |
| 2020-12-31 | $6.5M | 17k | 375.37 |
| 2020-09-30 | $5.7M | 17k | 336.03 |
| 2020-06-30 | $5.4M | 17k | 309.66 |
| 2020-03-31 | $4.0M | 16k | 258.43 |
| 2019-12-31 | $3.7M | 11k | 323.24 |
| 2019-09-30 | $3.7M | 12k | 298.51 |
| 2019-06-30 | $3.5M | 12k | 294.77 |
| 2019-03-31 | $3.3M | 12k | 284.53 |
| 2018-12-31 | $3.5M | 14k | 251.60 |