iShares S&P 500 Index shares owned by New England Guild Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by New England Guild Wealth Advisors
from 13F filings
Historical chart of New England Guild Wealth Advisors investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by New England Guild Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by New England Guild Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $4.3M | 11k | 384.23 |
| 2022-09-30 | $4.2M | 12k | 358.67 |
| 2022-06-30 | $4.8M | 13k | 379.13 |
| 2022-03-31 | $5.6M | 12k | 453.65 |
| 2021-12-31 | $6.0M | 13k | 476.99 |
| 2021-09-30 | $5.4M | 13k | 430.84 |
| 2021-06-30 | $5.1M | 12k | 429.95 |
| 2021-03-31 | $4.6M | 12k | 397.85 |
| 2020-12-31 | $4.5M | 12k | 375.44 |
| 2020-09-30 | $4.1M | 12k | 336.07 |
| 2020-06-30 | $3.8M | 12k | 309.71 |
| 2020-03-31 | $2.3M | 8.9k | 258.42 |
| 2019-12-31 | $2.5M | 7.7k | 323.28 |
| 2019-09-30 | $2.4M | 8.2k | 298.59 |
| 2019-06-30 | $2.3M | 7.9k | 294.75 |
| 2019-03-31 | $2.0M | 6.9k | 284.57 |
| 2018-12-31 | $1.6M | 6.4k | 251.61 |
| 2018-09-30 | $440k | 1.5k | 292.55 |
| 2018-06-30 | $294k | 1.1k | 273.49 |
| 2018-03-31 | $366k | 1.4k | 265.22 |
| 2017-12-31 | $385k | 1.4k | 268.67 |
More positions owned by New England Guild Wealth Advisors
View all positions for New England Guild Wealth Advisors