iShares S&P 500 Index shares owned by FDx Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by FDx Advisors
from 13F filings
Historical chart of FDx Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by FDx Advisors 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 FDx Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $5.3M | 9.2k | 576.84 |
2024-06-30 | $5.2M | 9.5k | 547.24 |
2024-03-31 | $9.5M | 18k | 525.74 |
2023-09-30 | $31M | 72k | 429.43 |
2023-06-30 | $25M | 56k | 445.70 |
2023-03-31 | $21M | 54k | 384.21 |
2022-12-31 | $21M | 54k | 384.21 |
2022-09-30 | $20M | 55k | 358.66 |
2022-06-30 | $15M | 40k | 379.15 |
2022-03-31 | $15M | 32k | 453.70 |
2021-12-31 | $14M | 30k | 476.98 |
2021-09-30 | $11M | 25k | 430.80 |
2021-06-30 | $11M | 25k | 429.90 |
2021-03-31 | $19k | 7.5k | 2.51 |
2020-12-31 | $7.9M | 21k | 375.40 |
2020-09-30 | $7.1M | 21k | 336.08 |
2020-06-30 | $7.2M | 23k | 309.70 |
2020-03-31 | $13M | 199k | 63.62 |
2019-12-31 | $658k | 2.0k | 323.02 |
2019-09-30 | $6.4M | 21k | 298.54 |
2019-06-30 | $41M | 140k | 294.75 |
2019-03-31 | $70M | 245k | 284.56 |
2018-12-31 | $63M | 249k | 251.61 |
2018-09-30 | $80M | 272k | 292.73 |
2018-06-30 | $85M | 310k | 273.05 |
2018-03-31 | $87M | 329k | 265.36 |
2017-12-31 | $87M | 323k | 268.85 |
2017-09-30 | $88M | 349k | 252.93 |
2017-06-30 | $84M | 347k | 243.41 |
2017-03-31 | $37M | 156k | 237.27 |
2016-12-31 | $30M | 133k | 224.99 |
2016-09-30 | $14M | 62k | 217.57 |
2016-06-30 | $10M | 49k | 210.50 |
2016-03-31 | $9.4M | 45k | 206.65 |
2015-12-31 | $24M | 116k | 204.87 |
2015-09-30 | $26M | 137k | 192.71 |
2015-06-30 | $12M | 55k | 207.21 |
2015-03-31 | $1.1M | 237k | 4.81 |
2014-12-31 | $21M | 104k | 206.78 |
2014-09-30 | $6.8M | 34k | 198.27 |
2014-06-30 | $5.9M | 30k | 197.00 |
2014-03-31 | $4.9M | 26k | 188.16 |
2013-12-31 | $2.6M | 14k | 185.66 |