iShares S&P 500 Index shares owned by Cornerstone Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cornerstone Advisors
from 13F filings
Historical chart of Cornerstone Advisors investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Cornerstone Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Cornerstone Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2021-12-31 | $11M | 24k | 477.00 |
2019-03-31 | $1.7M | 108k | 15.37 |
2018-12-31 | $11M | 45k | 251.60 |
2018-09-30 | $21M | 70k | 292.73 |
2018-03-31 | $6.9M | 26k | 265.38 |
2017-12-31 | $8.1M | 30k | 268.87 |
2017-09-30 | $10M | 40k | 252.92 |
2017-06-30 | $2.4M | 10k | 243.40 |
2017-03-31 | $4.7M | 20k | 237.25 |
2016-12-31 | $4.5M | 20k | 225.00 |
2016-09-30 | $726k | 23k | 31.57 |
2016-06-30 | $3.2M | 15k | 210.73 |
2016-03-31 | $3.1M | 15k | 206.67 |
2015-12-31 | $6.1M | 30k | 204.87 |
2015-09-30 | $6.9M | 36k | 192.72 |
2015-06-30 | $8.3M | 40k | 207.22 |
2015-03-31 | $10M | 48k | 207.83 |
2014-12-31 | $11M | 53k | 206.91 |
2014-09-30 | $11M | 53k | 198.26 |
2014-06-30 | $10M | 53k | 197.00 |
2014-03-31 | $3.2M | 17k | 188.18 |
2013-12-31 | $5.6M | 30k | 185.67 |
2013-09-30 | $6.8M | 40k | 168.90 |