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iShares S&P 500 Index shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-12-31 $45M 76k 588.68
2024-09-30 $44M 76k 576.82
2024-06-30 $41M 75k 547.23
2024-03-31 $38M 72k 525.73
2023-12-31 $24M 49k 477.63
2023-09-30 $21M 50k 429.43
2023-06-30 $23M 51k 445.71
2023-03-31 $20M 50k 411.08
2022-12-31 $17M 45k 384.21
2022-09-30 $15M 43k 358.65
2022-06-30 $16M 41k 379.14
2022-03-31 $19M 41k 453.69
2021-12-31 $20M 41k 476.98
2021-09-30 $18M 41k 430.81
2021-06-30 $17M 40k 429.91
2021-03-31 $7.8M 20k 397.83
2020-12-31 $7.5M 20k 375.38
2020-09-30 $6.6M 20k 336.06
2020-06-30 $6.1M 20k 309.70
2020-03-31 $3.7M 14k 258.43
2019-12-31 $3.8M 12k 323.29
2019-09-30 $3.2M 11k 298.51
2019-06-30 $9.1M 3.1k 2944.18
2019-03-31 $336k 1.2k 284.26
2018-12-31 $245k 974 251.54
2018-09-30 $276k 944 292.37
2018-06-30 $290k 1.1k 273.33
2018-03-31 $1.8M 7.0k 259.25
2017-12-31 $1.6M 5.9k 276.31
2017-09-30 $1.3M 5.2k 255.76
2017-06-30 $1.1M 4.3k 243.87
2017-03-31 $924k 3.9k 236.20
2016-12-31 $811k 3.6k 228.00

More positions owned by Patriot Financial Group Insurance Agency

Ishares Tr Core S&p500 Etf (IVV)
Barnes (B)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Patriot Financial Group Insurance Agency

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