iShares S&P 500 Index shares owned by Pin Oak Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Pin Oak Investment Advisors
from 13F filings
Historical chart of Pin Oak Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Pin Oak Investment 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 Pin Oak Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $398k | 833 | 477.79 |
| 2023-09-30 | $359k | 833 | 430.97 |
| 2023-06-30 | $371k | 833 | 445.38 |
| 2023-03-31 | $249k | 606 | 410.89 |
| 2022-12-31 | $233k | 606 | 384.49 |
| 2022-09-30 | $127k | 354 | 358.76 |
| 2022-06-30 | $93k | 244 | 381.15 |
| 2022-03-31 | $110k | 243 | 452.67 |
| 2021-12-31 | $117k | 245 | 477.55 |
| 2021-09-30 | $105k | 244 | 430.33 |
| 2021-06-30 | $105k | 244 | 430.33 |
| 2020-03-31 | $195k | 756 | 257.94 |
More positions owned by Pin Oak Investment Advisors
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