iShares S&P 500 Index shares owned by Investment Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Investment Advisory Group
from 13F filings
Historical chart of Investment Advisory Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 20k | 576.81 |
| 2024-06-30 | $10M | 19k | 547.22 |
| 2024-03-31 | $9.5M | 18k | 525.73 |
| 2023-12-31 | $8.3M | 17k | 477.63 |
| 2023-09-30 | $7.3M | 17k | 429.44 |
| 2023-06-30 | $7.5M | 17k | 445.72 |
| 2023-03-31 | $6.4M | 16k | 411.08 |
| 2022-12-31 | $6.0M | 16k | 384.21 |
| 2022-09-30 | $5.7M | 16k | 358.62 |
| 2022-06-30 | $5.9M | 16k | 379.03 |
| 2022-03-31 | $7.1M | 16k | 453.36 |
| 2021-12-31 | $7.1M | 16k | 451.40 |