iShares S&P 500 Index shares owned by Kore Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kore Private Wealth
from 13F filings
Historical chart of Kore Private Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Kore Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $14M | 40k | 358.66 |
| 2022-06-30 | $15M | 39k | 379.16 |
| 2022-03-31 | $15M | 33k | 453.68 |
| 2021-12-31 | $16M | 33k | 476.99 |
| 2021-09-30 | $14M | 33k | 430.82 |
| 2021-06-30 | $15M | 34k | 429.93 |
| 2021-03-31 | $12M | 30k | 397.83 |
| 2020-12-31 | $9.7M | 26k | 375.40 |
| 2020-09-30 | $7.2M | 22k | 336.05 |
| 2020-06-30 | $4.5M | 15k | 309.64 |
| 2020-03-31 | $3.2M | 12k | 258.39 |
| 2019-12-31 | $3.4M | 11k | 323.28 |
| 2019-09-30 | $3.1M | 11k | 294.82 |
| 2019-06-30 | $3.1M | 11k | 294.73 |
| 2019-03-31 | $203k | 715 | 283.92 |
| 2018-12-31 | $281k | 1.1k | 252.02 |