iShares S&P 500 Index shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 30k | 669.33 |
| 2025-06-30 | $19M | 30k | 620.89 |
| 2025-03-31 | $17M | 31k | 561.89 |
| 2024-12-31 | $19M | 33k | 588.69 |
| 2024-09-30 | $18M | 31k | 576.82 |
| 2024-06-30 | $19M | 35k | 547.21 |
| 2024-03-31 | $17M | 31k | 525.73 |
| 2023-12-31 | $19M | 40k | 477.62 |
| 2023-09-30 | $16M | 37k | 429.43 |
| 2023-06-30 | $15M | 34k | 445.70 |
| 2023-03-31 | $13M | 32k | 411.08 |
| 2022-12-31 | $12M | 32k | 384.22 |
| 2022-09-30 | $11M | 32k | 358.66 |
| 2022-06-30 | $15M | 38k | 379.15 |
| 2022-03-31 | $16M | 35k | 461.90 |
| 2021-12-31 | $18M | 39k | 462.75 |
| 2021-09-30 | $18M | 41k | 430.82 |
| 2021-06-30 | $15M | 36k | 418.76 |
| 2021-03-31 | $7.7M | 19k | 397.81 |
| 2020-12-31 | $7.2M | 19k | 375.40 |
| 2020-09-30 | $6.2M | 18k | 335.99 |
| 2020-06-30 | $5.9M | 19k | 309.66 |
| 2020-03-31 | $2.6M | 10k | 258.38 |
| 2019-12-31 | $3.2M | 10k | 323.25 |
| 2019-09-30 | $2.8M | 9.4k | 298.50 |
| 2019-06-30 | $2.8M | 9.6k | 294.78 |
| 2019-03-31 | $2.5M | 8.8k | 284.58 |
More positions owned by Great Valley Advisor Group
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