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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Gladstone Institutional Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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