iShares S&P 500 Index shares owned by IPG Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by IPG Investment Advisors
from 13F filings
Historical chart of IPG Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by IPG Investment 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 IPG Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $406k | 607 | 669.60 |
| 2025-06-30 | $380k | 611 | 621.04 |
| 2025-03-31 | $356k | 633 | 561.90 |
| 2024-12-31 | $229k | 389 | 588.68 |
| 2024-09-30 | $275k | 477 | 576.82 |
| 2024-06-30 | $235k | 430 | 547.23 |
| 2023-12-31 | $1.5M | 3.2k | 477.63 |
| 2023-06-30 | $207k | 464 | 445.71 |
| 2022-06-30 | $256k | 676 | 378.70 |
| 2022-03-31 | $357k | 786 | 454.20 |
| 2021-12-31 | $375k | 786 | 477.10 |
| 2021-03-31 | $894k | 2.2k | 397.82 |
| 2020-12-31 | $843k | 2.2k | 375.39 |
| 2020-09-30 | $755k | 2.2k | 336.06 |
| 2020-06-30 | $696k | 2.2k | 309.69 |
| 2020-03-31 | $575k | 2.2k | 258.40 |
| 2019-12-31 | $588k | 1.8k | 323.24 |
| 2019-09-30 | $491k | 1.6k | 298.52 |
| 2019-06-30 | $484k | 1.6k | 294.75 |
| 2019-03-31 | $468k | 1.6k | 284.56 |
| 2018-12-31 | $413k | 1.6k | 251.61 |