iShares S&P 500 Index shares owned by Pettinga Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Pettinga Financial Advisors
from 13F filings
Historical chart of Pettinga Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Pettinga Financial 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 Pettinga Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $42M | 72k | 576.82 |
2024-06-30 | $45M | 82k | 547.23 |
2024-03-31 | $47M | 89k | 525.73 |
2023-12-31 | $45M | 93k | 477.63 |
2023-09-30 | $36M | 84k | 429.44 |
2023-06-30 | $30M | 67k | 445.71 |
2023-03-31 | $28M | 68k | 411.08 |
2022-12-31 | $41M | 108k | 384.21 |
2022-09-30 | $40M | 111k | 358.38 |
2022-06-30 | $43M | 112k | 379.06 |
2022-03-31 | $50M | 110k | 453.97 |
2021-12-31 | $31M | 64k | 476.99 |
2021-09-30 | $24M | 57k | 430.61 |
2021-06-30 | $24M | 56k | 429.93 |
2021-03-31 | $22M | 55k | 397.28 |
2020-12-31 | $32M | 86k | 375.37 |
2020-09-30 | $26M | 77k | 336.05 |
2020-06-30 | $24M | 77k | 309.69 |
2020-03-31 | $17M | 64k | 258.40 |
2019-12-31 | $20M | 63k | 323.28 |
2019-09-30 | $19M | 65k | 298.52 |
2019-06-30 | $20M | 67k | 294.42 |
2019-03-31 | $19M | 67k | 284.56 |
2018-12-31 | $13M | 52k | 251.60 |
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