iShares S&P 500 Index shares owned by Nadler Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Nadler Financial
from 13F filings
Historical chart of Nadler Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Nadler Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $16M | 34k | 477.62 |
| 2023-09-30 | $15M | 34k | 429.43 |
| 2023-06-30 | $15M | 34k | 445.71 |
| 2023-03-31 | $14M | 33k | 411.08 |
| 2022-12-31 | $13M | 33k | 384.22 |
| 2022-09-30 | $6.8M | 19k | 358.64 |
| 2022-06-30 | $6.8M | 18k | 379.14 |
| 2022-03-31 | $7.4M | 16k | 453.70 |
| 2021-12-31 | $6.9M | 15k | 476.97 |
| 2021-09-30 | $5.3M | 12k | 430.81 |
| 2021-06-30 | $3.8M | 8.8k | 429.96 |
| 2021-03-31 | $2.5M | 6.4k | 397.90 |
| 2020-12-31 | $1.8M | 4.8k | 375.39 |
| 2020-09-30 | $1.3M | 3.8k | 335.98 |
| 2020-06-30 | $1.2M | 3.8k | 309.77 |
| 2020-03-31 | $976k | 3.8k | 258.41 |
| 2019-12-31 | $1.2M | 3.8k | 323.35 |
| 2019-09-30 | $1.1M | 3.8k | 298.68 |
| 2019-06-30 | $1.1M | 3.8k | 294.71 |
| 2019-03-31 | $1.1M | 3.8k | 284.66 |
| 2018-12-31 | $1.1M | 4.3k | 251.56 |
| 2018-09-30 | $1.3M | 4.3k | 292.73 |
| 2018-06-30 | $1.2M | 4.3k | 272.96 |
| 2018-03-31 | $1.1M | 4.3k | 265.26 |
| 2017-12-31 | $1.2M | 4.6k | 268.76 |
| 2017-09-30 | $1.2M | 4.6k | 253.02 |
| 2017-06-30 | $1.1M | 4.6k | 243.36 |
| 2017-03-31 | $1.1M | 4.6k | 237.22 |
| 2016-12-31 | $1.0M | 4.6k | 224.93 |
| 2016-09-30 | $991k | 4.6k | 217.47 |
| 2016-06-30 | $887k | 4.2k | 210.54 |
| 2016-03-31 | $871k | 4.2k | 206.74 |
| 2015-12-31 | $813k | 4.0k | 204.89 |
| 2015-09-30 | $726k | 3.8k | 192.68 |
| 2015-06-30 | $781k | 3.8k | 207.27 |
| 2015-03-31 | $783k | 3.8k | 207.80 |
| 2014-12-31 | $779k | 3.8k | 206.74 |
| 2014-09-30 | $747k | 3.8k | 198.25 |
| 2014-06-30 | $742k | 3.8k | 196.92 |
| 2014-03-31 | $709k | 3.8k | 188.16 |
| 2013-12-31 | $700k | 3.8k | 185.77 |
| 2013-09-30 | $636k | 3.8k | 168.79 |
| 2013-06-30 | $606k | 3.8k | 160.83 |