iShares S&P 500 Index shares owned by Doliver Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Doliver Capital Advisors
from 13F filings
Historical chart of Doliver Capital Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Doliver Capital 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 Doliver Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.7M | 17k | 576.82 |
| 2024-06-30 | $9.2M | 17k | 547.23 |
| 2024-03-31 | $7.2M | 14k | 525.73 |
| 2023-12-31 | $6.8M | 14k | 477.63 |
| 2023-09-30 | $6.1M | 14k | 429.43 |
| 2023-06-30 | $5.3M | 12k | 445.71 |
| 2023-03-31 | $4.3M | 10k | 411.08 |
| 2022-12-31 | $4.0M | 11k | 384.21 |
| 2022-09-30 | $4.6M | 13k | 358.67 |
| 2022-06-30 | $4.8M | 13k | 379.16 |
| 2022-03-31 | $6.4M | 14k | 453.69 |
| 2021-03-31 | $15M | 39k | 397.83 |
| 2020-12-31 | $19M | 50k | 375.39 |
| 2020-09-30 | $26M | 78k | 336.06 |
| 2020-06-30 | $29M | 94k | 309.69 |
| 2020-03-31 | $29M | 100k | 288.19 |
| 2019-12-31 | $41M | 126k | 323.24 |
| 2019-09-30 | $44M | 145k | 300.62 |
| 2019-06-30 | $48M | 163k | 294.75 |
| 2019-03-31 | $39M | 138k | 284.56 |
| 2018-12-31 | $31M | 124k | 251.61 |
| 2018-09-30 | $28M | 96k | 292.74 |
| 2018-06-30 | $8.8M | 32k | 273.05 |
| 2018-03-31 | $8.6M | 32k | 265.37 |
| 2017-12-31 | $8.4M | 31k | 268.85 |
| 2017-09-30 | $7.9M | 31k | 252.92 |
| 2017-06-30 | $7.3M | 30k | 243.39 |
| 2017-03-31 | $5.3M | 23k | 237.25 |