iShares S&P 500 Index shares owned by Paces Ferry Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Paces Ferry Wealth Advisors
from 13F filings
Historical chart of Paces Ferry Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Paces Ferry Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Paces Ferry Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.6M | 7.9k | 576.81 |
2024-06-30 | $4.1M | 7.5k | 547.23 |
2024-03-31 | $3.9M | 7.5k | 525.71 |
2023-12-31 | $4.1M | 8.6k | 477.63 |
2023-09-30 | $3.6M | 8.4k | 429.43 |
2023-06-30 | $3.9M | 8.7k | 445.70 |
2023-03-31 | $3.7M | 9.0k | 411.09 |
2022-12-31 | $4.1M | 11k | 384.22 |
2022-09-30 | $3.9M | 11k | 358.65 |
2022-06-30 | $4.1M | 11k | 379.12 |
2022-03-31 | $4.9M | 11k | 453.71 |
2021-12-31 | $5.5M | 12k | 477.02 |
2021-09-30 | $4.9M | 11k | 430.82 |
2021-06-30 | $5.0M | 12k | 429.94 |
2021-03-31 | $4.7M | 12k | 397.80 |
2020-12-31 | $4.4M | 12k | 375.39 |
2020-09-30 | $4.1M | 12k | 336.04 |
More positions owned by Paces Ferry Wealth Advisors
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