Daniels & Tansey »

iShares S&P 500 Index shares owned by Daniels & Tansey

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Daniels & Tansey from 13F filings

Historical chart of Daniels & Tansey 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 Daniels & Tansey consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Daniels & Tansey

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.5M 80k 69.25
2023-06-30 $6.5M 15k 445.71
2023-03-31 $7.4M 18k 411.08
2022-12-31 $6.6M 17k 384.21
2022-09-30 $6.1M 17k 358.60
2022-06-30 $6.6M 17k 379.14
2022-03-31 $7.9M 17k 453.63
2021-12-31 $8.4M 18k 476.96
2021-09-30 $7.2M 17k 430.79
2021-06-30 $7.4M 17k 441.74
2021-03-31 $6.7M 17k 397.80
2020-12-31 $6.3M 17k 375.86
2020-09-30 $3.4M 10k 335.97