iShares S&P 500 Index shares owned by Investment Research & Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Investment Research & Advisory Group
from 13F filings
Historical chart of Investment Research & Advisory Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Investment Research & Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $779k | 1.3k | 588.68 |
| 2024-09-30 | $775k | 1.3k | 576.82 |
| 2024-06-30 | $766k | 1.4k | 547.23 |
| 2024-03-31 | $741k | 1.4k | 525.73 |
| 2023-12-31 | $757k | 1.6k | 477.63 |
| 2023-09-30 | $714k | 1.7k | 429.43 |
| 2023-06-30 | $1.0M | 2.2k | 445.71 |
| 2023-03-31 | $783k | 1.9k | 411.08 |
| 2022-12-31 | $732k | 1.9k | 384.21 |
| 2022-09-30 | $644k | 1.8k | 358.38 |
| 2022-06-30 | $681k | 1.8k | 378.96 |
| 2022-03-31 | $816k | 1.8k | 454.09 |
| 2021-12-31 | $770k | 1.6k | 477.08 |
| 2021-09-30 | $711k | 1.6k | 433.80 |
| 2021-06-30 | $152k | 354 | 429.38 |
| 2021-03-31 | $141k | 354 | 398.31 |
| 2020-12-31 | $133k | 354 | 375.71 |
| 2020-09-30 | $119k | 354 | 336.16 |
| 2020-06-30 | $109k | 354 | 307.91 |
| 2020-03-31 | $91k | 354 | 257.06 |
| 2019-12-31 | $114k | 354 | 322.03 |
More positions owned by Investment Research & Advisory Group
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