iShares S&P 500 Index shares owned by Money Concepts Capital Corp
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Money Concepts Capital Corp
from 13F filings
Historical chart of Money Concepts Capital Corp investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Money Concepts Capital Corp 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 Money Concepts Capital Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 20k | 669.30 |
| 2025-06-30 | $13M | 20k | 620.90 |
| 2025-03-31 | $7.6M | 13k | 561.91 |
| 2024-12-31 | $7.9M | 13k | 588.67 |
| 2024-09-30 | $7.1M | 12k | 576.81 |
| 2024-06-30 | $6.3M | 12k | 547.23 |
| 2024-03-31 | $6.2M | 12k | 525.73 |
| 2023-12-31 | $6.0M | 13k | 477.82 |
| 2023-09-30 | $4.3M | 9.9k | 429.50 |
| 2023-06-30 | $4.4M | 9.8k | 445.79 |
| 2023-03-31 | $1.7M | 97k | 17.62 |
| 2022-12-31 | $8.6M | 22k | 384.21 |
| 2022-09-30 | $3.9M | 11k | 358.64 |
| 2022-06-30 | $4.0M | 11k | 383.07 |
| 2022-03-31 | $60M | 133k | 453.69 |
| 2021-12-31 | $58M | 122k | 476.99 |
| 2021-03-31 | $48M | 120k | 397.82 |
| 2020-12-31 | $43M | 115k | 375.39 |
More positions owned by Money Concepts Capital Corp
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