iShares S&P 500 Index shares owned by Everhart Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group 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 Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Everhart Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.4M | 2.9k | 477.66 |
2023-09-30 | $1.1M | 2.5k | 429.42 |
2023-06-30 | $1.1M | 2.4k | 445.70 |
2023-03-31 | $1.0M | 2.5k | 411.06 |
2022-12-31 | $967k | 2.5k | 384.18 |
2022-09-30 | $935k | 2.6k | 358.51 |
2022-06-30 | $989k | 2.6k | 379.22 |
2022-03-31 | $1.1M | 2.4k | 453.72 |
2021-12-31 | $1.2M | 2.4k | 477.40 |
2021-09-30 | $1.1M | 2.4k | 430.85 |