iShares S&P 500 Index shares owned by Mmbg Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mmbg Investment Advisors
from 13F filings
Historical chart of Mmbg Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Mmbg Investment 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 Mmbg Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 2.9k | 477.63 |
| 2023-09-30 | $1.3M | 2.9k | 429.43 |
| 2023-06-30 | $1.3M | 2.9k | 438.56 |
| 2023-03-31 | $1.2M | 2.9k | 411.08 |
| 2022-12-31 | $1.1M | 2.9k | 384.06 |
| 2022-09-30 | $1.0M | 2.9k | 358.76 |
| 2022-06-30 | $1.1M | 2.9k | 379.28 |
| 2022-03-31 | $1.3M | 2.9k | 453.83 |
| 2021-12-31 | $1.4M | 2.9k | 477.09 |