iShares S&P 500 Index shares owned by Global Financial Private Client
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Global Financial Private Client
from 13F filings
Historical chart of Global Financial Private Client investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Global Financial Private Client
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 5.4k | 576.82 |
| 2024-06-30 | $2.8M | 5.1k | 547.23 |
| 2024-03-31 | $2.8M | 5.4k | 524.88 |
| 2023-12-31 | $2.8M | 5.8k | 477.63 |
| 2023-09-30 | $2.3M | 5.5k | 429.28 |
| 2023-06-30 | $2.6M | 5.8k | 446.35 |
| 2023-03-31 | $2.4M | 5.9k | 412.54 |
| 2022-12-31 | $3.2M | 8.4k | 384.21 |
| 2022-09-30 | $3.6M | 9.8k | 368.14 |
| 2022-06-30 | $2.7M | 7.0k | 383.09 |
| 2022-03-31 | $4.7M | 10k | 454.79 |
| 2021-12-31 | $3.6M | 7.5k | 476.99 |
| 2021-09-30 | $2.7M | 6.2k | 435.95 |
| 2021-06-30 | $1.6M | 3.7k | 432.35 |
| 2021-03-31 | $593k | 1.5k | 402.08 |
| 2020-12-31 | $243k | 647 | 375.39 |
| 2020-09-30 | $51k | 150 | 338.24 |
| 2020-06-30 | $48k | 155 | 311.81 |
| 2020-03-31 | $74k | 301 | 246.80 |
| 2019-12-31 | $97k | 301 | 323.24 |
More positions owned by Global Financial Private Client
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