iShares S&P 500 Index shares owned by Laurel Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Laurel Wealth Advisors
from 13F filings
Historical chart of Laurel Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Laurel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $7.3M | 19k | 384.23 |
| 2022-09-30 | $6.6M | 18k | 358.63 |
| 2022-06-30 | $5.7M | 15k | 379.14 |
| 2022-03-31 | $7.5M | 17k | 453.68 |
| 2021-12-31 | $6.2M | 13k | 477.03 |
| 2021-09-30 | $5.0M | 12k | 430.83 |
| 2021-06-30 | $5.5M | 13k | 429.94 |
| 2021-03-31 | $4.7M | 12k | 397.86 |
| 2020-12-31 | $3.9M | 11k | 375.37 |
| 2020-09-30 | $3.9M | 12k | 336.06 |
| 2020-06-30 | $4.9M | 16k | 309.70 |
| 2020-03-31 | $4.3M | 17k | 258.39 |
| 2019-12-31 | $16M | 51k | 323.24 |
| 2019-09-30 | $5.1M | 17k | 298.51 |
| 2019-06-30 | $4.7M | 16k | 294.78 |
| 2019-03-31 | $4.4M | 16k | 284.58 |
| 2018-12-31 | $7.8M | 31k | 251.60 |
| 2018-09-30 | $4.3M | 15k | 292.72 |
| 2018-06-30 | $4.9M | 18k | 273.03 |
| 2018-03-31 | $4.9M | 19k | 265.34 |
| 2017-12-31 | $4.7M | 18k | 268.82 |
| 2017-09-30 | $4.3M | 17k | 252.89 |
| 2017-06-30 | $4.1M | 17k | 243.41 |
| 2017-03-31 | $3.9M | 17k | 237.27 |
| 2016-12-31 | $3.7M | 16k | 224.94 |
| 2016-09-30 | $3.5M | 16k | 217.56 |
| 2016-06-30 | $3.5M | 17k | 210.49 |
| 2016-03-31 | $3.5M | 17k | 206.66 |
| 2015-12-31 | $3.0M | 15k | 204.89 |