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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

Tip: Access up to 7 years of quarterly data

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
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