iShares S&P 500 Index shares owned by Nicolet Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Nicolet Advisory Services
from 13F filings
Historical chart of Nicolet Advisory Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Nicolet Advisory Services 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 Nicolet Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 20k | 570.51 |
| 2024-03-31 | $10M | 20k | 521.78 |
| 2023-09-30 | $8.7M | 20k | 426.56 |
| 2023-06-30 | $8.2M | 19k | 441.92 |
| 2023-03-31 | $7.4M | 18k | 411.01 |
| 2022-12-31 | $5.9M | 15k | 397.24 |
| 2022-09-30 | $2.5M | 6.8k | 361.66 |
| 2022-06-30 | $2.7M | 6.8k | 390.93 |
| 2022-03-31 | $3.1M | 7.0k | 449.45 |
| 2021-12-31 | $3.3M | 7.0k | 476.97 |
| 2021-09-30 | $3.3M | 7.7k | 430.75 |
| 2021-06-30 | $3.7M | 8.6k | 429.92 |
| 2021-03-31 | $3.5M | 8.7k | 397.79 |
| 2020-12-31 | $4.4M | 12k | 375.43 |
| 2020-09-30 | $3.6M | 11k | 336.06 |
| 2020-06-30 | $3.1M | 10k | 309.68 |
| 2020-03-31 | $3.5M | 14k | 258.43 |
| 2019-12-31 | $4.4M | 14k | 323.26 |
| 2019-09-30 | $4.1M | 14k | 298.49 |
| 2019-06-30 | $4.1M | 14k | 294.78 |
| 2019-03-31 | $4.0M | 14k | 284.57 |