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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Laurel Wealth Advisors 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 Laurel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 4.6k | 525.64 |
| 2023-09-30 | $2.0M | 4.7k | 429.34 |
| 2023-06-30 | $2.0M | 4.6k | 445.62 |
| 2023-03-31 | $1.9M | 4.6k | 411.03 |
| 2022-12-31 | $1.7M | 4.5k | 384.20 |
| 2022-09-30 | $1.6M | 4.4k | 358.59 |
| 2022-06-30 | $1.5M | 3.9k | 379.09 |
| 2022-03-31 | $1.7M | 3.8k | 453.54 |
| 2021-12-31 | $1.4M | 2.9k | 476.78 |
| 2021-09-30 | $1.2M | 2.8k | 430.92 |
| 2021-06-30 | $1.2M | 2.7k | 430.08 |
| 2021-03-31 | $514k | 1.3k | 398.14 |
| 2020-12-31 | $430k | 1.1k | 375.22 |
| 2020-09-30 | $384k | 1.1k | 336.25 |
| 2020-06-30 | $322k | 1.0k | 310.21 |
| 2020-03-31 | $266k | 1.0k | 258.25 |
| 2019-12-31 | $321k | 992 | 323.59 |
| 2019-09-30 | $307k | 1.0k | 298.06 |
| 2019-06-30 | $300k | 1.0k | 294.41 |
| 2019-03-31 | $286k | 1.0k | 284.01 |
| 2018-12-31 | $276k | 1.1k | 252.05 |
More positions owned by Laurel Wealth Advisors
Home Depot (HD)
View all positions for Laurel Wealth Advisors