iShares S&P 500 Index shares owned by Financial Counselors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Counselors
from 13F filings
Historical chart of Financial Counselors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Financial Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $43M | 78k | 547.23 |
| 2024-03-31 | $40M | 75k | 525.73 |
| 2023-12-31 | $22M | 47k | 477.63 |
| 2023-09-30 | $19M | 44k | 429.43 |
| 2023-06-30 | $19M | 43k | 445.71 |
| 2023-03-31 | $17M | 42k | 411.08 |
| 2022-12-31 | $17M | 44k | 384.21 |
| 2022-09-30 | $14M | 39k | 358.66 |
| 2022-06-30 | $14M | 37k | 379.15 |
| 2022-03-31 | $19M | 42k | 453.70 |
| 2021-12-31 | $20M | 41k | 477.00 |
| 2021-09-30 | $17M | 39k | 430.81 |
| 2021-06-30 | $15M | 36k | 429.92 |
| 2021-03-31 | $11M | 27k | 397.83 |
| 2020-12-31 | $9.4M | 25k | 375.39 |
| 2020-09-30 | $7.7M | 23k | 336.07 |
| 2020-06-30 | $7.7M | 25k | 309.70 |
| 2020-03-31 | $5.6M | 22k | 258.40 |
| 2019-12-31 | $7.9M | 24k | 323.23 |
| 2019-09-30 | $6.7M | 22k | 298.54 |
| 2019-06-30 | $6.1M | 21k | 294.74 |
| 2019-03-31 | $6.5M | 23k | 284.56 |
| 2018-12-31 | $4.6M | 18k | 251.62 |
| 2018-09-30 | $11M | 37k | 292.74 |
| 2018-06-30 | $4.8M | 18k | 273.02 |
| 2018-03-31 | $4.8M | 18k | 265.38 |
| 2017-12-31 | $7.0M | 26k | 268.83 |
| 2017-09-30 | $6.7M | 27k | 252.99 |
| 2017-06-30 | $6.3M | 26k | 243.40 |
| 2017-03-31 | $6.2M | 26k | 237.28 |
| 2016-12-31 | $4.2M | 19k | 225.00 |
| 2016-06-30 | $3.9M | 19k | 210.48 |
| 2016-03-31 | $3.8M | 18k | 206.63 |
| 2015-12-31 | $3.7M | 18k | 204.86 |
| 2015-09-30 | $2.7M | 14k | 192.70 |
| 2015-06-30 | $2.9M | 14k | 207.23 |
| 2015-03-31 | $2.9M | 14k | 207.80 |
| 2014-12-31 | $2.8M | 13k | 206.84 |
| 2014-09-30 | $2.8M | 14k | 198.28 |
| 2014-06-30 | $2.6M | 13k | 196.96 |
| 2014-03-31 | $2.5M | 14k | 188.16 |
| 2013-12-31 | $2.5M | 14k | 185.62 |
| 2013-09-30 | $2.4M | 14k | 168.92 |
| 2013-06-30 | $625k | 3.9k | 160.92 |
| 2013-03-31 | $350k | 2.2k | 157.30 |
| 2012-12-31 | $330k | 2.3k | 143.10 |
| 2012-09-30 | $237k | 1.6k | 144.60 |
| 2012-06-30 | $315k | 2.3k | 135.67 |
| 2012-03-31 | $330k | 2.3k | 142.23 |
| 2011-12-31 | $257k | 2.0k | 126.91 |
| 2011-09-30 | $235k | 2.1k | 114.29 |
| 2011-03-31 | $2.1M | 16k | 133.02 |
| 2010-12-31 | $389k | 3.1k | 126.22 |