iShares S&P 500 Index shares owned by Prime Capital Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Prime Capital Investment Advisors
from 13F filings
Historical chart of Prime Capital Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Prime Capital Investment 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 Prime Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $142M | 213k | 669.30 |
| 2025-06-30 | $136M | 219k | 620.90 |
| 2025-03-31 | $161M | 286k | 561.90 |
| 2024-12-31 | $120M | 203k | 588.68 |
| 2024-09-30 | $91M | 158k | 576.82 |
| 2024-06-30 | $85M | 155k | 547.23 |
| 2024-03-31 | $61M | 116k | 525.73 |
| 2023-12-31 | $57M | 120k | 477.63 |
| 2023-09-30 | $24M | 55k | 429.43 |
| 2023-06-30 | $25M | 55k | 445.71 |
| 2023-03-31 | $2.3M | 5.7k | 411.09 |
| 2022-12-31 | $21M | 54k | 384.21 |
| 2022-09-30 | $1.8M | 5.0k | 358.52 |
| 2022-06-30 | $1.9M | 4.9k | 379.23 |
| 2022-03-31 | $2.3M | 4.7k | 476.92 |
| 2021-12-31 | $2.3M | 4.7k | 476.92 |
| 2021-09-30 | $1.7M | 3.9k | 430.93 |
| 2021-06-30 | $2.2M | 5.1k | 429.95 |
| 2021-03-31 | $1.9M | 4.7k | 397.92 |
| 2020-12-31 | $2.0M | 5.3k | 375.28 |
| 2020-09-30 | $1.6M | 4.7k | 336.02 |
| 2020-06-30 | $1.3M | 4.3k | 309.80 |
| 2020-03-31 | $1.3M | 5.1k | 258.42 |
| 2019-12-31 | $1.1M | 3.5k | 323.33 |
| 2019-09-30 | $1.0M | 3.5k | 298.53 |
| 2019-06-30 | $1.0M | 3.4k | 294.79 |
| 2019-03-31 | $889k | 3.1k | 284.66 |
| 2018-12-31 | $780k | 3.1k | 251.78 |
| 2018-09-30 | $675k | 2.3k | 292.84 |
| 2018-06-30 | $298k | 1.1k | 273.14 |
| 2018-03-31 | $177k | 667 | 265.37 |
| 2017-12-31 | $170k | 632 | 268.99 |
More positions owned by Prime Capital Investment Advisors
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