iShares S&P 500 Index shares owned by NEXT Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by NEXT Financial
from 13F filings
Historical chart of NEXT Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by NEXT Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $34M | 71k | 476.99 |
| 2021-09-30 | $23M | 52k | 430.82 |
| 2021-06-30 | $20M | 45k | 429.90 |
| 2021-03-31 | $18M | 45k | 397.83 |
| 2020-12-31 | $15M | 40k | 375.38 |
| 2020-09-30 | $13M | 39k | 336.06 |
| 2020-06-30 | $13M | 42k | 309.83 |
| 2020-03-31 | $10M | 39k | 258.57 |
| 2019-12-31 | $8.6M | 27k | 323.23 |
| 2019-09-30 | $7.0M | 24k | 298.50 |
| 2019-06-30 | $7.2M | 25k | 294.76 |
| 2019-03-31 | $1.4M | 4.9k | 284.31 |
| 2018-12-31 | $6.9M | 27k | 251.60 |
| 2018-09-30 | $993k | 3.4k | 292.75 |
| 2018-06-30 | $1.9M | 7.1k | 273.01 |
| 2018-03-31 | $5.1M | 19k | 265.37 |
| 2017-12-31 | $1.4M | 5.3k | 268.93 |
| 2017-09-30 | $1.4M | 5.6k | 256.66 |
| 2017-06-30 | $2.2M | 8.9k | 243.38 |
| 2017-03-31 | $1.7M | 7.1k | 239.61 |
| 2016-12-31 | $5.7M | 25k | 224.99 |
| 2016-09-30 | $5.2M | 24k | 217.58 |
| 2016-06-30 | $1.3M | 6.0k | 210.49 |
| 2016-03-31 | $1.1M | 5.5k | 206.61 |
| 2015-12-31 | $1.0M | 5.1k | 204.78 |
| 2015-09-30 | $1.1M | 5.9k | 192.63 |
| 2015-06-30 | $1.4M | 6.5k | 207.15 |
| 2015-03-31 | $7.1M | 34k | 207.83 |
| 2014-12-31 | $8.2M | 40k | 206.88 |
| 2014-09-30 | $14M | 71k | 198.26 |