iShares S&P 500 Index shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 8.3k | 576.82 |
| 2024-06-30 | $4.8M | 8.8k | 547.23 |
| 2024-03-31 | $4.7M | 9.0k | 525.73 |
| 2023-12-31 | $4.0M | 8.4k | 477.63 |
| 2023-09-30 | $3.6M | 8.4k | 429.43 |
| 2023-06-30 | $3.8M | 8.5k | 445.71 |
| 2023-03-31 | $3.3M | 8.0k | 411.08 |
| 2022-12-31 | $3.0M | 7.9k | 384.21 |
| 2022-09-30 | $1.6M | 4.6k | 358.21 |
| 2022-06-30 | $1.9M | 4.9k | 379.22 |
| 2022-03-31 | $1.9M | 4.3k | 453.80 |
| 2021-12-31 | $2.1M | 4.4k | 478.26 |
| 2021-09-30 | $1.9M | 4.4k | 430.72 |
| 2021-06-30 | $1.9M | 4.4k | 429.85 |
| 2021-03-31 | $1.9M | 4.7k | 400.00 |
| 2020-12-31 | $1.9M | 5.0k | 375.46 |
| 2020-09-30 | $1.7M | 5.1k | 333.33 |
| 2020-06-30 | $2.1M | 6.9k | 311.26 |
| 2020-03-31 | $1.5M | 5.8k | 256.56 |
| 2019-12-31 | $1.4M | 4.5k | 323.07 |
| 2019-09-30 | $1.5M | 5.0k | 298.45 |
| 2019-06-30 | $1.4M | 4.9k | 294.83 |
| 2019-03-31 | $1.3M | 4.6k | 284.67 |
| 2018-12-31 | $1.3M | 5.3k | 251.65 |
| 2018-09-30 | $1.1M | 3.9k | 292.65 |
| 2018-06-30 | $1.1M | 4.1k | 272.98 |
| 2018-03-31 | $1.2M | 4.5k | 265.45 |
| 2017-12-31 | $2.0M | 7.4k | 268.86 |
More positions owned by Pinnacle Wealth Planning Services
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