iShares S&P 500 Index shares owned by Journey Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Journey Advisory Group
from 13F filings
Historical chart of Journey Advisory Group 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 Journey Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Journey Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.5M | 8.3k | 547.26 |
| 2024-06-30 | $4.5M | 8.3k | 547.26 |
| 2024-03-31 | $4.1M | 7.7k | 525.72 |
| 2023-12-31 | $3.8M | 7.9k | 477.66 |
| 2023-09-30 | $3.3M | 7.8k | 429.49 |
| 2023-06-30 | $4.1M | 9.2k | 445.70 |
| 2023-03-31 | $3.5M | 8.6k | 411.07 |
| 2022-12-31 | $2.9M | 7.6k | 384.20 |
| 2022-09-30 | $4.3M | 12k | 358.62 |
| 2022-06-30 | $5.3M | 13k | 412.98 |
| 2022-03-31 | $5.5M | 12k | 453.68 |
| 2021-12-31 | $4.5M | 9.4k | 476.99 |
| 2021-09-30 | $3.6M | 8.4k | 430.85 |
| 2021-06-30 | $3.3M | 7.7k | 429.92 |
| 2021-03-31 | $3.1M | 7.7k | 397.79 |
| 2020-12-31 | $2.8M | 7.4k | 375.37 |