iShares S&P 500 Index shares owned by HoyleCohen
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by HoyleCohen
from 13F filings
Historical chart of HoyleCohen investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by HoyleCohen
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 3.2k | 477.68 |
| 2023-09-30 | $1.2M | 2.9k | 429.44 |
| 2023-06-30 | $878k | 2.0k | 445.73 |
| 2023-03-31 | $792k | 1.9k | 411.02 |
| 2022-12-31 | $807k | 2.1k | 384.25 |
| 2022-09-30 | $763k | 2.1k | 358.38 |
| 2022-06-30 | $815k | 2.1k | 379.25 |
| 2022-03-31 | $1.7M | 3.7k | 453.71 |
| 2021-12-31 | $931k | 2.0k | 476.95 |
| 2021-09-30 | $1.0M | 2.4k | 430.72 |
| 2021-06-30 | $1.2M | 2.8k | 429.80 |
| 2021-03-31 | $1.6M | 4.0k | 397.80 |
| 2020-12-31 | $593k | 1.6k | 375.08 |
| 2020-09-30 | $514k | 1.5k | 336.17 |
| 2020-06-30 | $472k | 1.5k | 309.51 |
| 2020-03-31 | $391k | 1.5k | 258.26 |
| 2019-12-31 | $489k | 1.5k | 322.99 |
| 2019-09-30 | $473k | 1.6k | 298.42 |
| 2019-06-30 | $446k | 1.5k | 294.97 |
| 2019-03-31 | $433k | 1.5k | 284.31 |
| 2018-12-31 | $358k | 1.4k | 251.40 |
| 2018-09-30 | $415k | 1.4k | 292.67 |
| 2018-06-30 | $389k | 1.4k | 272.98 |
| 2018-03-31 | $378k | 1.4k | 265.26 |
| 2017-12-31 | $284k | 1.1k | 269.19 |