iShares S&P 500 Index shares owned by Heron Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Heron Financial Group
from 13F filings
Historical chart of Heron Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Heron Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $555k | 1.2k | 445.71 |
| 2023-03-31 | $511k | 1.2k | 411.08 |
| 2022-12-31 | $494k | 1.3k | 381.13 |
| 2022-09-30 | $538k | 1.5k | 358.43 |
| 2022-06-30 | $571k | 1.5k | 379.15 |
| 2022-03-31 | $919k | 2.0k | 453.60 |
| 2021-12-31 | $923k | 2.0k | 454.68 |
| 2021-09-30 | $696k | 1.6k | 430.69 |
| 2021-06-30 | $697k | 1.6k | 429.72 |
| 2021-03-31 | $632k | 1.6k | 402.29 |
| 2020-12-31 | $581k | 1.5k | 380.73 |
| 2020-09-30 | $488k | 1.4k | 340.78 |
| 2020-06-30 | $460k | 1.4k | 319.00 |
| 2020-03-31 | $407k | 1.4k | 284.62 |
| 2019-12-31 | $488k | 1.5k | 336.55 |