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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

Tip: Access up to 7 years of quarterly data

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
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 $484k 1.6k 294.75
2019-06-30 $484k 1.6k 294.75
2019-03-31 $468k 1.6k 284.56
2018-12-31 $413k 1.6k 251.61