iShares S&P 500 Index shares owned by FLC Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by FLC Capital Advisors
from 13F filings
Historical chart of FLC Capital 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 FLC Capital 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 FLC Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 9.4k | 669.30 |
| 2025-06-30 | $5.9M | 9.4k | 620.90 |
| 2025-03-31 | $5.5M | 9.8k | 561.90 |
| 2024-12-31 | $5.9M | 10k | 588.68 |
| 2024-09-30 | $6.1M | 11k | 576.82 |
| 2024-06-30 | $5.8M | 11k | 547.23 |
| 2024-03-31 | $5.6M | 11k | 525.73 |
| 2023-12-31 | $5.3M | 11k | 477.63 |
| 2023-09-30 | $4.8M | 11k | 429.43 |
| 2023-06-30 | $5.1M | 11k | 445.71 |
| 2023-03-31 | $4.8M | 12k | 411.08 |
| 2022-12-31 | $4.7M | 12k | 384.21 |
| 2022-09-30 | $5.2M | 15k | 358.62 |
| 2022-06-30 | $5.0M | 13k | 379.15 |
| 2022-03-31 | $5.6M | 12k | 453.68 |
| 2021-12-31 | $5.7M | 12k | 476.97 |
| 2021-09-30 | $14M | 32k | 430.83 |
| 2021-06-30 | $14M | 32k | 429.92 |
| 2021-03-31 | $13M | 34k | 397.82 |
| 2020-12-31 | $15M | 40k | 375.38 |
| 2020-09-30 | $14M | 40k | 344.56 |
| 2020-06-30 | $12M | 38k | 318.26 |
| 2020-03-31 | $1.9M | 7.4k | 252.53 |