iShares S&P 500 Index shares owned by Crewe Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Crewe Advisors
from 13F filings
Historical chart of Crewe Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Crewe Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Crewe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $106M | 180k | 588.68 |
| 2024-09-30 | $95M | 164k | 576.82 |
| 2024-06-30 | $85M | 155k | 547.23 |
| 2024-03-31 | $76M | 144k | 525.73 |
| 2023-12-31 | $67M | 140k | 477.63 |
| 2023-09-30 | $68M | 158k | 429.43 |
| 2023-06-30 | $68M | 153k | 445.71 |
| 2023-03-31 | $62M | 151k | 411.08 |
| 2022-12-31 | $57M | 147k | 384.21 |
| 2022-09-30 | $49M | 137k | 358.65 |
| 2022-06-30 | $49M | 128k | 379.15 |
| 2022-03-31 | $54M | 118k | 453.69 |
| 2021-12-31 | $52M | 109k | 476.99 |
| 2021-09-30 | $43M | 101k | 430.82 |
| 2021-06-30 | $40M | 93k | 429.92 |
| 2021-03-31 | $32M | 81k | 397.82 |
| 2020-12-31 | $27M | 73k | 375.39 |
| 2020-09-30 | $22M | 65k | 336.06 |
| 2020-06-30 | $19M | 62k | 309.70 |
| 2020-03-31 | $16M | 60k | 258.40 |
| 2019-12-31 | $18M | 54k | 323.23 |
| 2019-09-30 | $16M | 52k | 298.52 |
| 2019-06-30 | $16M | 53k | 294.75 |
| 2019-03-31 | $13M | 46k | 284.57 |
| 2018-12-31 | $13M | 53k | 251.61 |
| 2018-09-30 | $16M | 53k | 292.73 |
| 2018-06-30 | $14M | 50k | 273.05 |
| 2018-03-31 | $13M | 48k | 265.38 |
| 2017-12-31 | $13M | 50k | 268.84 |