iShares S&P 500 Index shares owned by Nelson Roberts Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Nelson Roberts Investment Advisors
from 13F filings
Historical chart of Nelson Roberts Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Nelson Roberts Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.2M | 14k | 669.31 |
| 2025-06-30 | $8.4M | 14k | 620.90 |
| 2025-03-31 | $7.1M | 13k | 561.89 |
| 2024-12-31 | $7.5M | 13k | 588.66 |
| 2024-09-30 | $7.3M | 13k | 576.83 |
| 2024-03-31 | $5.8M | 11k | 525.72 |
| 2023-12-31 | $9.8M | 21k | 477.63 |
| 2023-09-30 | $3.8M | 8.9k | 429.43 |
| 2023-06-30 | $4.2M | 9.5k | 445.71 |
| 2023-03-31 | $3.7M | 9.0k | 411.08 |
| 2022-12-31 | $5.1M | 13k | 384.21 |
| 2022-09-30 | $3.7M | 10k | 358.64 |
| 2022-06-30 | $17M | 45k | 379.16 |
| 2022-03-31 | $1.9M | 4.2k | 453.75 |
| 2021-12-31 | $1.9M | 3.9k | 477.10 |
| 2021-09-30 | $1.6M | 3.8k | 430.71 |
| 2021-06-30 | $1.7M | 3.9k | 429.80 |
| 2021-03-31 | $1.7M | 4.2k | 397.80 |
| 2020-12-31 | $1.6M | 4.2k | 375.36 |
| 2020-09-30 | $1.7M | 5.2k | 336.15 |
| 2020-06-30 | $1.6M | 5.3k | 309.62 |
| 2020-03-31 | $1.5M | 5.9k | 258.42 |
| 2019-12-31 | $1.8M | 5.7k | 323.32 |
| 2019-09-30 | $1.5M | 5.2k | 298.34 |
| 2019-06-30 | $1.5M | 5.1k | 294.73 |
| 2018-12-31 | $1.5M | 5.9k | 251.45 |
| 2018-03-31 | $1.7M | 6.3k | 265.31 |
More positions owned by Nelson Roberts Investment Advisors
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