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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Plante Moran Financial 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
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

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Pepsico Stock (PEP)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Large-cap Etf Etf (VV)
Stryker Corporation Stock (SYK)
Yum Brands Stock (YUM)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Yum China Hldgs Stock (YUMC)

View all positions for Plante Moran Financial Advisors

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