iShares S&P 500 Index shares owned by CT Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by CT Financial Advisors
from 13F filings
Historical chart of CT Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by CT Financial 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 CT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-03-31 | $124k | 522 | 237.41 |
| 2016-12-31 | $120k | 533 | 225.00 |
| 2016-09-30 | $118k | 541 | 217.41 |
| 2016-06-30 | $139k | 659 | 210.39 |
| 2016-03-31 | $136k | 660 | 206.65 |
| 2015-12-31 | $135k | 659 | 204.91 |
| 2015-09-30 | $127k | 658 | 192.59 |
| 2015-06-30 | $136k | 658 | 207.09 |
| 2015-03-31 | $139k | 669 | 207.78 |
| 2014-12-31 | $124k | 598 | 206.93 |
| 2014-03-31 | $139k | 669 | 207.78 |