iShares S&P 500 Index shares owned by Edge Capital Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Edge Capital Group
from 13F filings
Historical chart of Edge Capital Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Edge Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $25M | 57k | 429.43 |
| 2023-06-30 | $24M | 53k | 445.71 |
| 2023-03-31 | $22M | 53k | 411.08 |
| 2022-12-31 | $12M | 32k | 384.21 |
| 2022-09-30 | $13M | 35k | 358.64 |
| 2022-06-30 | $13M | 34k | 379.14 |
| 2022-03-31 | $16M | 35k | 453.68 |
| 2021-12-31 | $21M | 45k | 476.99 |
| 2021-09-30 | $19M | 44k | 430.81 |
| 2021-06-30 | $19M | 44k | 429.93 |
| 2021-03-31 | $18M | 44k | 397.81 |
| 2020-12-31 | $20M | 52k | 375.38 |
| 2020-09-30 | $18M | 54k | 336.06 |
| 2020-06-30 | $20M | 66k | 309.68 |
| 2020-03-31 | $14M | 55k | 258.40 |
| 2019-12-31 | $12M | 38k | 323.23 |
| 2019-09-30 | $8.6M | 29k | 298.52 |
| 2019-06-30 | $6.7M | 23k | 294.77 |
| 2019-03-31 | $5.6M | 20k | 284.58 |
| 2018-12-31 | $5.3M | 21k | 251.59 |