iShares S&P 500 Index shares owned by First Heartland Consultants
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by First Heartland Consultants
from 13F filings
Historical chart of First Heartland Consultants investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by First Heartland Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.5M | 15k | 576.84 |
| 2024-06-30 | $7.8M | 14k | 547.21 |
| 2024-03-31 | $5.6M | 11k | 525.72 |
| 2023-12-31 | $5.0M | 10k | 477.66 |
| 2023-09-30 | $4.0M | 9.4k | 429.45 |
| 2023-06-30 | $4.2M | 9.4k | 445.75 |
| 2023-03-31 | $3.9M | 9.5k | 411.11 |
| 2022-12-31 | $4.4M | 12k | 384.23 |
| 2022-09-30 | $3.7M | 10k | 358.65 |
| 2022-06-30 | $4.3M | 11k | 379.11 |
| 2022-03-31 | $2.1M | 4.6k | 453.69 |
| 2021-12-31 | $4.1M | 8.7k | 476.92 |
| 2021-09-30 | $3.5M | 8.1k | 430.87 |
| 2021-06-30 | $4.5M | 10k | 429.90 |
| 2021-03-31 | $4.0M | 10k | 397.84 |
| 2020-12-31 | $4.4M | 12k | 375.41 |
| 2020-09-30 | $4.8M | 14k | 336.05 |
| 2020-06-30 | $4.4M | 14k | 309.73 |
| 2020-03-31 | $4.7M | 18k | 258.37 |
| 2019-12-31 | $7.9M | 24k | 323.23 |
| 2019-09-30 | $12M | 40k | 298.52 |
| 2019-06-30 | $11M | 39k | 294.75 |
| 2019-03-31 | $5.8M | 20k | 284.58 |
| 2018-12-31 | $4.5M | 18k | 251.59 |
| 2018-09-30 | $3.0M | 10k | 292.76 |
| 2018-06-30 | $2.6M | 9.4k | 273.10 |
| 2018-03-31 | $3.6M | 14k | 265.40 |
| 2017-12-31 | $2.7M | 10k | 268.84 |
| 2017-09-30 | $2.6M | 10k | 252.93 |
| 2017-06-30 | $2.5M | 10k | 243.44 |
| 2017-03-31 | $2.1M | 8.7k | 237.24 |
| 2016-12-31 | $1.1M | 4.8k | 225.03 |
| 2016-09-30 | $582k | 2.7k | 217.65 |
| 2016-06-30 | $405k | 1.9k | 210.72 |
| 2016-03-31 | $246k | 1.2k | 206.72 |
| 2015-12-31 | $374k | 1.8k | 204.93 |
| 2015-09-30 | $302k | 1.6k | 192.48 |
| 2015-06-30 | $229k | 1.1k | 207.43 |
| 2015-03-31 | $353k | 1.7k | 208.01 |
| 2014-12-31 | $336k | 1.6k | 206.64 |
| 2014-09-30 | $314k | 1.6k | 198.36 |
| 2014-06-30 | $500k | 2.5k | 196.93 |
| 2013-06-30 | $169k | 1.1k | 160.80 |
| 2013-03-31 | $79k | 506 | 156.13 |
| 2012-12-31 | $72k | 506 | 142.29 |
| 2012-09-30 | $102k | 707 | 144.27 |
| 2012-06-30 | $97k | 706 | 137.39 |
| 2011-12-31 | $93k | 740 | 125.68 |
| 2011-09-30 | $752k | 95k | 7.94 |
| 2011-06-30 | $500k | 66k | 7.55 |
| 2011-03-31 | $845k | 113k | 7.45 |
More positions owned by First Heartland Consultants
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