iShares S&P 500 Index shares owned by Motive Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Motive Wealth Advisors
from 13F filings
Historical chart of Motive Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Motive Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.5M | 8.2k | 429.41 |
| 2023-06-30 | $3.6M | 8.2k | 445.69 |
| 2023-03-31 | $3.4M | 8.2k | 411.06 |
| 2022-12-31 | $9.3M | 24k | 384.22 |
| 2022-09-30 | $8.9M | 25k | 358.64 |
| 2022-06-30 | $9.5M | 25k | 379.17 |
| 2022-03-31 | $12M | 26k | 453.72 |
| 2021-12-31 | $13M | 27k | 477.01 |
| 2021-09-30 | $13M | 30k | 430.83 |
| 2021-06-30 | $14M | 32k | 429.94 |