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
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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 |
|---|---|---|---|
| 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
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