iShares S&P 500 Index shares owned by Global Assets Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Global Assets Advisory
from 13F filings
Historical chart of Global Assets Advisory investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Global Assets Advisory 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 Global Assets Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $989k | 1.5k | 669.30 |
| 2025-06-30 | $957k | 1.5k | 620.67 |
| 2025-03-31 | $1.0M | 1.9k | 534.85 |
| 2024-12-31 | $391k | 666 | 587.45 |
| 2024-09-30 | $764k | 1.3k | 571.25 |
| 2024-06-30 | $1.8M | 3.2k | 547.23 |
| 2024-03-31 | $759k | 398k | 1.91 |
| 2022-06-30 | $698k | 1.8k | 385.85 |