iShares S&P 500 Index shares owned by Matrix Private Capital Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Matrix Private Capital Group
from 13F filings
Historical chart of Matrix Private Capital Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Matrix Private Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $532k | 1.0k | 525.82 |
| 2023-12-31 | $483k | 1.0k | 477.71 |
| 2023-09-30 | $3.8M | 8.9k | 431.43 |
| 2023-06-30 | $3.8M | 8.5k | 445.72 |
| 2023-03-31 | $3.7M | 9.0k | 411.08 |
| 2022-12-31 | $4.0M | 11k | 384.22 |
| 2022-09-30 | $3.8M | 11k | 358.62 |
| 2022-06-30 | $4.2M | 11k | 379.17 |
| 2022-03-31 | $4.9M | 11k | 453.68 |
| 2021-12-31 | $5.3M | 11k | 476.99 |
| 2021-09-30 | $4.8M | 11k | 430.81 |
| 2021-06-30 | $4.8M | 11k | 429.93 |
| 2021-03-31 | $3.1M | 7.9k | 397.79 |
| 2020-12-31 | $1.9M | 5.0k | 375.35 |
| 2020-09-30 | $1.6M | 4.6k | 336.00 |
| 2020-06-30 | $1.4M | 4.6k | 309.70 |
| 2020-03-31 | $1.2M | 4.7k | 258.41 |
| 2019-12-31 | $1.5M | 4.6k | 323.22 |
More positions owned by Matrix Private Capital Group
View all positions for Matrix Private Capital Group