iShares S&P 500 Index shares owned by Huber Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Huber Financial Advisors
from 13F filings
Historical chart of Huber Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Huber Financial 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 Huber Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-03-31 | $296k | 1.1k | 258.52 |
| 2019-12-31 | $416k | 1.3k | 322.98 |
| 2019-09-30 | $372k | 1.2k | 298.32 |
| 2019-06-30 | $391k | 1.3k | 294.65 |
| 2019-03-31 | $383k | 1.3k | 284.34 |
| 2018-12-31 | $313k | 1.2k | 252.01 |
| 2018-09-30 | $362k | 1.2k | 292.41 |
| 2018-06-30 | $337k | 1.2k | 272.65 |
| 2018-03-31 | $328k | 1.2k | 265.37 |
| 2017-12-31 | $303k | 1.1k | 269.09 |