iShares S&P 500 Index shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors 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 Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $156M | 233k | 669.30 |
| 2025-06-30 | $146M | 234k | 620.90 |
| 2025-03-31 | $131M | 233k | 561.90 |
| 2024-12-31 | $135M | 229k | 588.68 |
| 2024-09-30 | $131M | 228k | 576.82 |
| 2024-06-30 | $123M | 225k | 547.23 |
| 2024-03-31 | $122M | 231k | 525.73 |
| 2023-12-31 | $94M | 244k | 384.21 |
| 2023-09-30 | $104M | 242k | 429.48 |
| 2023-06-30 | $107M | 241k | 445.71 |
| 2023-03-31 | $100M | 242k | 411.08 |
| 2022-12-31 | $94M | 244k | 384.21 |
| 2022-09-30 | $89M | 247k | 358.65 |
| 2022-06-30 | $93M | 246k | 379.15 |
| 2022-03-31 | $100M | 221k | 453.69 |
| 2021-12-31 | $109M | 227k | 476.99 |
| 2021-09-30 | $99M | 230k | 430.82 |
| 2021-06-30 | $100M | 232k | 429.92 |
| 2021-03-31 | $90M | 227k | 397.82 |
| 2020-12-31 | $84M | 223k | 375.39 |
| 2020-09-30 | $66M | 197k | 336.06 |
| 2020-06-30 | $57M | 184k | 309.69 |
| 2020-03-31 | $47M | 181k | 258.40 |
| 2019-12-31 | $59M | 182k | 323.24 |
| 2019-09-30 | $55M | 185k | 298.52 |
| 2019-06-30 | $54M | 184k | 294.75 |
| 2019-03-31 | $51M | 181k | 284.56 |
More positions owned by Financial Synergies Wealth Advisors
View all positions for Financial Synergies Wealth Advisors