iShares S&P 500 Index shares owned by Mezzasalma Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mezzasalma Advisors
from 13F filings
Historical chart of Mezzasalma Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Mezzasalma Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Mezzasalma Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 2.9k | 576.82 |
| 2024-03-31 | $320k | 608 | 525.73 |
| 2023-12-31 | $435k | 911 | 477.63 |
| 2023-09-30 | $431k | 1.0k | 429.43 |
| 2023-06-30 | $453k | 1.0k | 445.71 |
| 2023-03-31 | $334k | 813 | 411.08 |
| 2022-12-31 | $323k | 841 | 384.21 |
| 2022-09-30 | $324k | 903 | 358.80 |
| 2022-06-30 | $364k | 960 | 379.17 |
| 2022-03-31 | $352k | 776 | 453.61 |
| 2021-12-31 | $381k | 798 | 477.44 |
| 2021-09-30 | $299k | 695 | 430.22 |
| 2021-06-30 | $299k | 695 | 430.22 |
| 2021-03-31 | $276k | 695 | 397.12 |
| 2020-12-31 | $266k | 708 | 375.71 |