iShares S&P 500 Index shares owned by Guidance Point Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Guidance Point Advisors
from 13F filings
Historical chart of Guidance Point Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Guidance Point Advisors 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 Guidance Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $38M | 79k | 478.16 |
| 2023-09-30 | $35M | 82k | 429.43 |
| 2023-06-30 | $38M | 86k | 445.70 |
| 2023-03-31 | $35M | 86k | 411.06 |
| 2022-12-31 | $32M | 83k | 384.22 |
| 2022-09-30 | $27M | 76k | 359.00 |
| 2022-06-30 | $29M | 76k | 379.15 |
| 2022-03-31 | $33M | 72k | 458.29 |
| 2021-12-31 | $34M | 71k | 478.56 |
| 2021-09-30 | $30M | 71k | 430.81 |
| 2021-06-30 | $30M | 70k | 429.91 |
| 2021-03-31 | $27M | 68k | 397.82 |
| 2020-12-31 | $24M | 64k | 375.38 |
| 2020-09-30 | $20M | 60k | 336.06 |
| 2020-06-30 | $19M | 62k | 309.69 |
| 2020-03-31 | $16M | 62k | 258.03 |
| 2019-12-31 | $21M | 65k | 323.22 |
| 2019-09-30 | $19M | 64k | 299.22 |
| 2019-06-30 | $19M | 64k | 294.75 |
| 2019-03-31 | $18M | 64k | 284.55 |
| 2018-12-31 | $16M | 63k | 249.78 |