iShares S&P 500 Index shares owned by Cooper/haims Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cooper/haims Advisors
from 13F filings
Historical chart of Cooper/haims Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Cooper/haims Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 24k | 576.82 |
| 2024-06-30 | $13M | 24k | 547.24 |
| 2024-03-31 | $13M | 25k | 525.72 |
| 2023-09-30 | $11M | 25k | 429.43 |
| 2023-06-30 | $11M | 26k | 445.71 |
| 2023-03-31 | $11M | 26k | 411.08 |
| 2022-12-31 | $10M | 26k | 384.21 |
| 2022-09-30 | $9.5M | 26k | 358.65 |
| 2022-06-30 | $10M | 26k | 379.13 |
| 2022-03-31 | $12M | 27k | 453.68 |
| 2021-12-31 | $13M | 27k | 477.00 |
| 2021-09-30 | $24M | 56k | 430.82 |
| 2021-06-30 | $12M | 29k | 429.92 |
| 2021-03-31 | $12M | 29k | 397.83 |
| 2020-12-31 | $11M | 29k | 375.39 |
| 2020-09-30 | $9.9M | 29k | 336.07 |
| 2020-06-30 | $9.3M | 30k | 309.70 |
| 2020-03-31 | $8.0M | 31k | 258.40 |
| 2019-12-31 | $10M | 32k | 323.24 |
| 2019-09-30 | $10M | 33k | 298.51 |
| 2019-06-30 | $10M | 34k | 294.74 |
| 2019-03-31 | $320k | 1.1k | 284.44 |
| 2018-12-31 | $10M | 40k | 251.60 |
| 2018-09-30 | $11M | 39k | 292.74 |
| 2018-06-30 | $13M | 49k | 273.06 |
| 2018-03-31 | $13M | 50k | 265.37 |
| 2017-12-31 | $14M | 51k | 268.85 |