iShares S&P 500 Index shares owned by Dana Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Dana Investment Advisors
from 13F filings
Historical chart of Dana Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Dana Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 8.4k | 669.33 |
| 2025-06-30 | $5.1M | 8.2k | 620.93 |
| 2025-03-31 | $4.6M | 8.1k | 561.92 |
| 2024-12-31 | $4.6M | 7.8k | 588.69 |
| 2024-09-30 | $4.5M | 7.9k | 576.82 |
| 2024-06-30 | $4.2M | 7.7k | 547.24 |
| 2024-03-31 | $4.0M | 7.6k | 525.75 |
| 2023-12-31 | $3.4M | 7.1k | 477.64 |
| 2023-09-30 | $1.3M | 3.1k | 429.41 |
| 2023-06-30 | $1.4M | 3.1k | 445.68 |
| 2023-03-31 | $572k | 1.4k | 411.08 |
| 2022-12-31 | $528k | 1.4k | 384.18 |
| 2022-09-30 | $364k | 1.0k | 358.97 |
| 2022-06-30 | $504k | 1.3k | 379.52 |
| 2022-03-31 | $325k | 716 | 453.91 |
| 2021-12-31 | $343k | 718 | 477.72 |
| 2021-09-30 | $239k | 556 | 429.86 |
| 2021-06-30 | $239k | 557 | 429.08 |
| 2021-03-31 | $221k | 555 | 398.20 |
| 2020-12-31 | $210k | 559 | 375.67 |
| 2020-09-30 | $202k | 602 | 335.55 |
| 2019-12-31 | $329k | 1.0k | 323.50 |
| 2018-12-31 | $270k | 1.1k | 251.87 |
| 2018-06-30 | $355k | 1.3k | 273.08 |
| 2018-03-31 | $345k | 1.3k | 265.38 |