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
Download as csv Download as ExcelQuarterly 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 |