iShares S&P 500 Index shares owned by Northstar Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Northstar Advisory Group
from 13F filings
Historical chart of Northstar Advisory Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Northstar Advisory Group 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 Northstar Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 17k | 669.30 |
| 2025-06-30 | $8.0M | 13k | 620.90 |
| 2025-03-31 | $6.1M | 11k | 561.90 |
| 2024-12-31 | $17M | 29k | 588.68 |
| 2024-09-30 | $12M | 20k | 576.82 |
| 2024-06-30 | $18M | 33k | 547.23 |
| 2024-03-31 | $18M | 33k | 522.66 |
| 2023-12-31 | $19M | 39k | 477.63 |
| 2023-09-30 | $12M | 27k | 429.43 |
| 2023-06-30 | $7.6M | 17k | 445.71 |
| 2023-03-31 | $17M | 42k | 411.08 |
| 2022-12-31 | $3.2M | 8.4k | 384.22 |
| 2022-09-30 | $5.2M | 15k | 358.68 |
| 2022-06-30 | $6.9M | 18k | 379.16 |
| 2022-03-31 | $8.7M | 19k | 453.67 |
| 2021-12-31 | $26M | 55k | 477.00 |
| 2021-06-30 | $4.9M | 11k | 429.96 |
| 2021-03-31 | $5.4M | 14k | 397.82 |
| 2020-12-31 | $12M | 33k | 375.38 |