iShares S&P 500 Index shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.1M | 16k | 576.81 |
| 2024-06-30 | $8.6M | 16k | 547.24 |
| 2024-03-31 | $8.0M | 15k | 525.75 |
| 2023-12-31 | $6.3M | 13k | 477.64 |
| 2023-09-30 | $5.4M | 13k | 429.42 |
| 2023-06-30 | $5.7M | 13k | 445.70 |
| 2023-03-31 | $5.2M | 13k | 411.07 |
| 2022-12-31 | $5.5M | 14k | 384.21 |
| 2022-09-30 | $4.7M | 13k | 358.65 |
| 2022-06-30 | $5.0M | 13k | 379.15 |
| 2022-03-31 | $5.8M | 13k | 453.65 |
| 2021-12-31 | $8.3M | 17k | 477.00 |
| 2021-09-30 | $6.7M | 16k | 430.80 |
| 2021-06-30 | $6.1M | 14k | 429.94 |
| 2021-03-31 | $5.7M | 14k | 397.84 |
| 2020-12-31 | $5.9M | 16k | 375.40 |
| 2020-09-30 | $5.6M | 17k | 336.06 |
| 2020-06-30 | $4.7M | 15k | 309.67 |
| 2020-03-31 | $4.1M | 16k | 258.42 |
| 2019-12-31 | $6.2M | 19k | 323.25 |
| 2019-09-30 | $12M | 41k | 298.51 |
| 2019-06-30 | $12M | 42k | 294.76 |
| 2019-03-31 | $12M | 42k | 284.57 |
| 2018-12-31 | $11M | 44k | 251.62 |
| 2018-09-30 | $13M | 44k | 292.72 |
| 2018-06-30 | $12M | 44k | 273.04 |
| 2018-03-31 | $11M | 43k | 265.37 |
| 2017-12-31 | $11M | 40k | 268.84 |
| 2017-09-30 | $10M | 39k | 252.93 |
| 2017-06-30 | $5.1M | 21k | 243.42 |
| 2017-03-31 | $5.0M | 21k | 237.28 |
| 2016-12-31 | $5.0M | 22k | 224.97 |
| 2016-09-30 | $2.2M | 10k | 217.53 |
| 2016-06-30 | $2.1M | 10k | 210.46 |
| 2016-03-31 | $1.8M | 8.7k | 206.60 |
| 2015-12-31 | $1.9M | 9.2k | 204.85 |
| 2015-09-30 | $1.7M | 8.6k | 192.66 |
| 2015-06-30 | $1.8M | 8.7k | 207.19 |
| 2015-03-31 | $1.8M | 8.7k | 207.78 |
| 2014-12-31 | $2.2M | 11k | 206.84 |
| 2014-09-30 | $2.0M | 10k | 198.27 |
| 2014-06-30 | $2.0M | 10k | 197.05 |
| 2014-03-31 | $1.8M | 9.7k | 188.18 |
| 2013-12-31 | $1.8M | 9.5k | 185.68 |
| 2013-09-30 | $1.6M | 9.7k | 168.94 |
| 2013-06-30 | $1.6M | 10k | 160.93 |
| 2012-03-31 | $1.3M | 9.3k | 141.21 |
| 2011-12-31 | $1.1M | 9.0k | 126.01 |
| 2011-09-30 | $1.1M | 9.9k | 113.70 |
| 2011-06-30 | $1.3M | 9.9k | 132.45 |
| 2011-03-31 | $2.5M | 19k | 132.99 |
More positions owned by Plante Moran Financial Advisors
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