iShares S&P 500 Index shares owned by Operose Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Operose Advisors
from 13F filings
Historical chart of Operose Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Operose 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 Operose Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 4.1k | 669.20 |
| 2025-06-30 | $2.5M | 4.0k | 620.90 |
| 2025-03-31 | $2.2M | 4.0k | 561.91 |
| 2024-12-31 | $2.3M | 3.8k | 588.61 |
| 2024-09-30 | $2.3M | 3.9k | 576.78 |
| 2024-06-30 | $2.1M | 3.9k | 547.27 |
| 2024-03-31 | $1.9M | 3.6k | 525.79 |
| 2023-12-31 | $1.8M | 3.7k | 477.68 |
| 2023-09-30 | $1.3M | 3.0k | 429.43 |
| 2023-06-30 | $586k | 1.3k | 445.71 |
| 2023-03-31 | $540k | 1.3k | 410.93 |
| 2022-12-31 | $472k | 1.2k | 384.18 |
| 2022-09-30 | $159k | 443 | 358.92 |
| 2022-06-30 | $168k | 443 | 379.23 |
| 2022-03-31 | $201k | 443 | 453.72 |
| 2021-12-31 | $211k | 442 | 477.38 |