iShares S&P 500 Index shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56M | 84k | 669.30 |
| 2025-06-30 | $53M | 85k | 620.90 |
| 2025-03-31 | $45M | 81k | 561.90 |
| 2024-12-31 | $46M | 78k | 588.68 |
| 2024-09-30 | $44M | 76k | 576.82 |
| 2024-06-30 | $44M | 80k | 547.23 |
| 2024-03-31 | $42M | 79k | 525.73 |
| 2023-12-31 | $39M | 83k | 477.63 |
| 2023-09-30 | $33M | 78k | 429.43 |
| 2023-06-30 | $33M | 74k | 445.71 |
| 2023-03-31 | $28M | 69k | 411.08 |
| 2022-12-31 | $23M | 59k | 384.21 |
| 2022-09-30 | $21M | 57k | 358.64 |
| 2022-06-30 | $20M | 53k | 379.15 |
| 2022-03-31 | $23M | 50k | 453.69 |
| 2021-12-31 | $20M | 41k | 476.98 |
| 2021-09-30 | $16M | 37k | 430.81 |
| 2021-06-30 | $12M | 28k | 429.93 |
| 2021-03-31 | $12M | 30k | 397.81 |
| 2020-12-31 | $11M | 30k | 375.37 |
| 2020-09-30 | $10M | 31k | 336.06 |
| 2020-06-30 | $9.5M | 31k | 309.69 |
| 2020-03-31 | $8.3M | 32k | 258.40 |
| 2019-12-31 | $11M | 32k | 323.24 |
| 2019-09-30 | $9.6M | 32k | 298.51 |
| 2019-06-30 | $9.9M | 34k | 294.76 |
| 2019-03-31 | $11M | 39k | 284.56 |
| 2018-12-31 | $9.7M | 39k | 251.62 |
More positions owned by Gladstone Institutional Advisory
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