iShares S&P 500 Index shares owned by Pinnacle Financial Group, LLC / IL
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Pinnacle Financial Group, LLC / IL
from 13F filings
Historical chart of Pinnacle Financial Group, LLC / IL investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Pinnacle Financial Group, LLC / IL
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $452k | 675 | 669.57 |
| 2025-06-30 | $425k | 684 | 621.09 |
| 2025-03-31 | $503k | 895 | 561.99 |
| 2024-12-31 | $568k | 965 | 588.73 |
| 2024-09-30 | $436k | 756 | 576.82 |
| 2024-06-30 | $439k | 803 | 547.23 |
| 2024-03-31 | $422k | 803 | 525.73 |
| 2023-09-30 | $422k | 984 | 429.21 |
| 2023-06-30 | $455k | 1.0k | 445.49 |
| 2023-03-31 | $502k | 1.2k | 411.22 |
| 2022-12-31 | $508k | 1.3k | 384.29 |
| 2022-09-30 | $396k | 1.1k | 359.02 |
| 2022-06-30 | $418k | 1.1k | 378.97 |
| 2022-03-31 | $523k | 1.2k | 453.99 |
| 2021-12-31 | $559k | 1.2k | 477.37 |
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