iShares S&P 500 Index shares owned by Fort Sheridan Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fort Sheridan Advisors
from 13F filings
Historical chart of Fort Sheridan Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Fort Sheridan Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Fort Sheridan Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $826k | 1.9k | 429.43 |
| 2023-06-30 | $846k | 1.9k | 445.71 |
| 2023-03-31 | $780k | 1.9k | 411.08 |
| 2022-12-31 | $699k | 1.8k | 384.21 |
| 2022-09-30 | $1.3M | 3.6k | 358.72 |
| 2022-06-30 | $1.4M | 3.6k | 379.14 |
| 2022-03-31 | $1.6M | 3.6k | 453.64 |
| 2021-12-31 | $1.7M | 3.6k | 477.10 |
| 2021-09-30 | $1.6M | 3.6k | 430.74 |
| 2021-06-30 | $1.6M | 3.6k | 429.91 |
| 2021-03-31 | $1.4M | 3.6k | 397.90 |
| 2020-03-31 | $240k | 930 | 258.06 |
| 2019-12-31 | $388k | 1.2k | 323.33 |
| 2019-09-30 | $358k | 1.2k | 298.33 |
| 2019-06-30 | $354k | 1.2k | 295.00 |
| 2019-03-31 | $341k | 1.2k | 284.17 |
| 2018-12-31 | $302k | 1.2k | 251.67 |