iShares S&P 500 Index shares owned by Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Advisors
from 13F filings
Historical chart of Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 2.4k | 477.63 |
| 2023-09-30 | $1.0M | 2.4k | 429.43 |
| 2023-06-30 | $1.1M | 2.4k | 445.71 |
| 2023-03-31 | $972k | 2.4k | 411.08 |
| 2022-12-31 | $909k | 2.4k | 384.21 |
| 2022-09-30 | $1.4M | 3.9k | 358.05 |
| 2022-06-30 | $1.0M | 2.7k | 379.01 |
| 2022-03-31 | $1.2M | 2.7k | 453.49 |
| 2021-12-31 | $1.3M | 2.7k | 476.83 |
| 2021-09-30 | $1.3M | 2.9k | 430.81 |
| 2021-06-30 | $1.1M | 2.6k | 430.02 |
| 2021-03-31 | $928k | 2.3k | 397.94 |
| 2020-12-31 | $875k | 2.3k | 375.21 |
| 2020-09-30 | $792k | 2.4k | 336.02 |
| 2020-06-30 | $627k | 2.0k | 309.94 |
| 2020-03-31 | $391k | 1.5k | 258.26 |
| 2019-12-31 | $774k | 2.4k | 323.17 |
| 2019-09-30 | $635k | 2.1k | 298.54 |
| 2019-06-30 | $627k | 2.1k | 294.78 |
| 2019-03-31 | $605k | 2.1k | 284.71 |
| 2018-12-31 | $534k | 2.1k | 251.41 |