iShares S&P 500 Index shares owned by McClarren Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by McClarren Financial Advisors
from 13F filings
Historical chart of McClarren Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by McClarren Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $46k | 3.4k | 13.45 |
| 2024-06-30 | $1.6M | 13k | 123.31 |
| 2024-03-31 | $1.7M | 14k | 120.89 |
| 2023-12-31 | $1.6M | 3.3k | 477.57 |
| 2023-09-30 | $1.3M | 3.0k | 429.88 |
| 2023-06-30 | $1.4M | 3.2k | 445.77 |
| 2023-03-31 | $1.6M | 3.9k | 408.17 |
| 2022-12-31 | $1.9M | 4.9k | 384.10 |
| 2022-09-30 | $1.9M | 5.3k | 358.56 |
| 2022-06-30 | $620k | 1.6k | 378.70 |
| 2022-03-31 | $2.4M | 5.3k | 453.54 |
| 2021-12-31 | $2.5M | 5.3k | 475.71 |
| 2021-09-30 | $2.3M | 5.4k | 430.65 |
| 2021-06-30 | $2.6M | 6.0k | 428.57 |
| 2021-03-31 | $2.8M | 7.0k | 397.84 |
| 2020-12-31 | $2.6M | 7.0k | 375.27 |
More positions owned by McClarren Financial Advisors
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