iShares S&P 500 Index shares owned by Opal Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Opal Wealth Advisors
from 13F filings
Historical chart of Opal Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Opal Wealth Advisors 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 Opal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 1.8k | 576.82 |
| 2024-06-30 | $959k | 1.8k | 547.23 |
| 2024-03-31 | $1.2M | 2.2k | 525.73 |
| 2023-12-31 | $1.3M | 2.7k | 477.63 |
| 2023-09-30 | $542k | 1.3k | 429.43 |
| 2022-12-31 | $1.5M | 3.8k | 384.21 |
| 2022-09-30 | $584k | 1.6k | 358.94 |
| 2022-06-30 | $794k | 2.1k | 379.36 |
| 2021-12-31 | $625k | 1.3k | 476.74 |