iShares S&P 500 Index shares owned by Dumont & Blake Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Dumont & Blake Investment Advisors
from 13F filings
Historical chart of Dumont & Blake Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Dumont & Blake Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $258k | 386 | 668.87 |
| 2025-06-30 | $243k | 391 | 620.50 |
| 2025-03-31 | $221k | 393 | 561.54 |
| 2024-12-31 | $322k | 547 | 588.41 |
| 2024-06-30 | $662k | 1.2k | 547.46 |
| 2024-03-31 | $293k | 557 | 525.49 |
| 2023-12-31 | $278k | 582 | 477.66 |
| 2023-09-30 | $250k | 582 | 429.55 |
More positions owned by Dumont & Blake Investment Advisors
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