iShares S&P 500 Index shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $18M | 38k | 477.63 |
| 2023-09-30 | $16M | 37k | 429.43 |
| 2023-06-30 | $16M | 36k | 445.71 |
| 2023-03-31 | $14M | 33k | 411.08 |
| 2022-12-31 | $12M | 31k | 384.21 |
| 2022-09-30 | $11M | 29k | 358.66 |
| 2022-06-30 | $10M | 27k | 379.14 |
| 2022-03-31 | $12M | 26k | 453.68 |
| 2021-12-31 | $11M | 23k | 477.00 |
| 2021-09-30 | $8.7M | 20k | 430.81 |
| 2021-06-30 | $8.4M | 20k | 429.89 |
| 2021-03-31 | $7.3M | 18k | 397.82 |
| 2020-12-31 | $6.3M | 17k | 375.41 |
| 2020-09-30 | $5.2M | 15k | 336.09 |
| 2020-06-30 | $4.4M | 14k | 309.70 |
| 2020-03-31 | $3.3M | 13k | 258.38 |
| 2019-12-31 | $3.8M | 12k | 323.25 |
| 2019-09-30 | $2.9M | 9.8k | 298.50 |
| 2019-06-30 | $2.4M | 8.2k | 294.76 |
| 2019-03-31 | $1.9M | 6.6k | 284.52 |
| 2018-12-31 | $1.5M | 6.2k | 251.63 |
| 2018-09-30 | $2.0M | 6.8k | 292.72 |
| 2018-06-30 | $1.4M | 5.2k | 273.06 |
| 2018-03-31 | $1.1M | 4.1k | 265.43 |
| 2017-12-31 | $1.1M | 4.1k | 268.75 |
| 2017-09-30 | $859k | 3.4k | 252.94 |
| 2017-06-30 | $522k | 2.1k | 243.24 |
| 2017-03-31 | $363k | 1.5k | 237.25 |
| 2016-12-31 | $236k | 1.1k | 224.76 |
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