iShares S&P 500 Index shares owned by McAlister, Sweet & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by McAlister, Sweet & Associates
from 13F filings
Historical chart of McAlister, Sweet & Associates investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by McAlister, Sweet & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $33M | 57k | 576.82 |
| 2024-06-30 | $43M | 79k | 547.23 |
| 2024-03-31 | $41M | 77k | 525.73 |
| 2023-12-31 | $31M | 64k | 477.63 |
| 2023-09-30 | $43M | 101k | 429.43 |
| 2023-06-30 | $45M | 101k | 445.71 |
| 2023-03-31 | $30M | 74k | 411.08 |
| 2022-12-31 | $21M | 55k | 384.21 |
| 2022-09-30 | $33M | 92k | 358.65 |
| 2022-06-30 | $15M | 39k | 379.16 |
| 2022-03-31 | $15M | 32k | 453.69 |
| 2021-12-31 | $11M | 23k | 476.98 |
More positions owned by McAlister, Sweet & Associates
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