iShares S&P 500 Index shares owned by Nichols & Pratt Advisers
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Nichols & Pratt Advisers
from 13F filings
Historical chart of Nichols & Pratt Advisers investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Nichols & Pratt Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Nichols & Pratt Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $299k | 626 | 477.63 |
| 2023-09-30 | $269k | 626 | 429.43 |
| 2023-06-30 | $279k | 626 | 445.71 |
| 2022-03-31 | $243k | 535 | 454.21 |
| 2021-12-31 | $255k | 535 | 476.64 |
| 2021-09-30 | $233k | 535 | 435.51 |
| 2021-06-30 | $230k | 535 | 429.91 |
| 2021-03-31 | $292k | 735 | 397.28 |
| 2020-12-31 | $276k | 735 | 375.51 |
| 2020-09-30 | $247k | 735 | 336.05 |
| 2020-06-30 | $228k | 735 | 310.20 |
| 2019-12-31 | $238k | 735 | 323.81 |
| 2019-09-30 | $219k | 735 | 297.96 |
| 2019-06-30 | $217k | 735 | 295.24 |
| 2019-03-31 | $209k | 735 | 284.35 |
| 2018-09-30 | $372k | 3.0k | 122.57 |
| 2018-06-30 | $201k | 735 | 273.47 |