iShares S&P 500 Index shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 20k | 576.82 |
| 2024-06-30 | $11M | 19k | 553.34 |
| 2024-03-31 | $9.5M | 19k | 504.42 |
| 2023-12-31 | $9.4M | 20k | 477.63 |
| 2023-09-30 | $6.7M | 16k | 429.44 |
| 2023-06-30 | $3.1M | 7.0k | 445.35 |
| 2023-03-31 | $2.8M | 6.9k | 411.21 |
| 2022-12-31 | $2.9M | 7.5k | 384.21 |
| 2022-09-30 | $2.5M | 7.1k | 360.25 |
| 2022-06-30 | $2.4M | 6.2k | 378.49 |
| 2022-03-31 | $2.4M | 5.3k | 454.55 |
| 2021-12-31 | $1.7M | 3.6k | 478.59 |
More positions owned by EverSource Wealth Advisors
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