iShares S&P 500 Index shares owned by Frontier Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Frontier Wealth Management
from 13F filings
Historical chart of Frontier Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Frontier Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $10M | 23k | 440.04 |
| 2022-03-31 | $10M | 23k | 440.04 |
| 2021-12-31 | $8.4M | 18k | 476.98 |
| 2021-09-30 | $7.0M | 16k | 430.80 |
| 2021-06-30 | $6.2M | 15k | 429.93 |
| 2021-03-31 | $4.2M | 11k | 397.77 |
| 2020-12-31 | $5.4M | 14k | 375.39 |
| 2020-09-30 | $5.0M | 15k | 336.02 |
| 2020-06-30 | $4.7M | 15k | 309.66 |
| 2020-03-31 | $5.0M | 19k | 258.41 |
| 2019-12-31 | $8.1M | 25k | 323.24 |
| 2019-09-30 | $7.8M | 26k | 298.53 |
| 2019-06-30 | $7.7M | 26k | 294.77 |
| 2019-03-31 | $7.5M | 26k | 284.55 |
| 2018-12-31 | $5.8M | 23k | 251.63 |
| 2018-09-30 | $3.0M | 10k | 292.70 |
| 2018-06-30 | $2.8M | 10k | 273.09 |
| 2018-03-31 | $2.8M | 11k | 265.40 |
| 2017-12-31 | $2.5M | 9.4k | 268.84 |
| 2017-09-30 | $2.7M | 11k | 252.92 |
| 2017-06-30 | $2.5M | 11k | 243.43 |
| 2017-03-31 | $2.5M | 10k | 237.25 |
| 2016-12-31 | $2.4M | 11k | 224.95 |
| 2016-09-30 | $2.7M | 12k | 217.56 |
| 2016-06-30 | $2.6M | 12k | 210.54 |
| 2016-03-31 | $2.5M | 12k | 206.68 |
| 2015-12-31 | $2.5M | 12k | 204.87 |
| 2015-09-30 | $2.4M | 12k | 192.71 |
| 2015-06-30 | $2.3M | 11k | 207.24 |
| 2015-03-31 | $2.2M | 10k | 207.82 |
| 2014-12-31 | $219k | 1.1k | 206.80 |
More positions owned by Frontier Wealth Management
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