iShares S&P 500 Index shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1B | 1.8M | 588.68 |
| 2024-09-30 | $1.0B | 1.8M | 576.82 |
| 2024-06-30 | $981M | 1.8M | 547.23 |
| 2024-03-31 | $889M | 1.7M | 525.73 |
| 2023-12-31 | $793M | 1.7M | 477.63 |
| 2023-09-30 | $683M | 1.6M | 429.43 |
| 2023-06-30 | $676M | 1.5M | 445.71 |
| 2023-03-31 | $605M | 1.5M | 411.08 |
| 2022-12-31 | $543M | 1.4M | 384.21 |
| 2022-09-30 | $617M | 1.7M | 358.65 |
| 2022-06-30 | $627M | 1.7M | 379.15 |
| 2022-03-31 | $734M | 1.6M | 453.92 |
| 2021-12-31 | $720M | 1.5M | 477.17 |
| 2021-09-30 | $630M | 1.5M | 431.00 |
| 2021-06-30 | $593M | 1.4M | 430.02 |
| 2021-03-31 | $455M | 1.1M | 398.01 |
| 2020-12-31 | $401M | 1.1M | 375.71 |
| 2020-09-30 | $517M | 1.5M | 335.94 |
| 2020-06-30 | $363M | 1.2M | 309.73 |
| 2020-03-31 | $294M | 1.1M | 258.52 |
| 2019-12-31 | $369M | 1.1M | 323.34 |
| 2019-09-30 | $66M | 222k | 298.70 |
| 2019-06-30 | $61M | 206k | 294.75 |
| 2019-03-31 | $52M | 183k | 284.56 |
| 2018-12-31 | $20M | 92k | 216.00 |
More positions owned by H D Vest Advisory Services
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