iShares S&P 500 Index shares owned by Northeast Financial Consultants
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Northeast Financial Consultants
from 13F filings
Historical chart of Northeast Financial Consultants investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Northeast Financial Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.1M | 16k | 576.82 |
| 2024-06-30 | $8.4M | 15k | 547.23 |
| 2024-03-31 | $8.8M | 17k | 525.74 |
| 2023-12-31 | $7.6M | 16k | 477.64 |
| 2023-09-30 | $6.5M | 15k | 429.42 |
| 2023-06-30 | $6.6M | 15k | 445.70 |
| 2023-03-31 | $5.4M | 13k | 411.08 |
| 2022-12-31 | $5.2M | 14k | 384.20 |
| 2022-09-30 | $2.0M | 5.6k | 358.63 |
| 2022-06-30 | $2.0M | 5.3k | 379.21 |
| 2022-03-31 | $3.1M | 6.9k | 453.56 |
| 2021-12-31 | $889k | 1.9k | 476.68 |
| 2021-09-30 | $804k | 1.9k | 431.10 |
| 2021-06-30 | $770k | 1.8k | 430.17 |
| 2021-03-31 | $712k | 1.8k | 397.77 |
| 2020-12-31 | $672k | 1.8k | 375.42 |
| 2020-09-30 | $577k | 1.7k | 335.86 |
| 2020-06-30 | $532k | 1.7k | 309.66 |
| 2020-03-31 | $3.5M | 14k | 258.44 |
| 2019-12-31 | $556k | 1.7k | 323.07 |
| 2019-09-30 | $513k | 1.7k | 298.60 |
| 2019-06-30 | $206k | 700 | 294.29 |
More positions owned by Northeast Financial Consultants
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