iShares S&P 500 Index shares owned by Private Advisor
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $212M | 367k | 576.82 |
| 2024-06-30 | $180M | 328k | 547.17 |
| 2024-03-31 | $162M | 309k | 525.73 |
| 2023-12-31 | $138M | 290k | 477.46 |
| 2023-09-30 | $124M | 288k | 429.43 |
| 2023-06-30 | $135M | 299k | 450.28 |
| 2023-03-31 | $117M | 285k | 411.08 |
| 2022-12-31 | $33M | 296k | 111.25 |
| 2022-09-30 | $98M | 274k | 358.65 |
| 2022-06-30 | $116M | 305k | 379.15 |
| 2022-03-31 | $155M | 325k | 476.99 |
| 2021-12-31 | $155M | 325k | 476.99 |
| 2021-09-30 | $192M | 446k | 430.81 |
| 2021-06-30 | $147M | 342k | 429.92 |
| 2021-03-31 | $139M | 348k | 397.82 |
| 2020-12-31 | $131M | 350k | 375.39 |
| 2020-09-30 | $103M | 312k | 330.74 |
| 2020-06-30 | $103M | 333k | 309.69 |
| 2020-03-31 | $99M | 384k | 258.40 |
| 2019-12-31 | $122M | 377k | 323.24 |
| 2019-09-30 | $121M | 404k | 299.45 |
| 2019-06-30 | $82M | 277k | 294.75 |
| 2019-03-31 | $76M | 265k | 284.58 |
| 2018-12-31 | $58M | 230k | 251.60 |
| 2018-09-30 | $70M | 238k | 292.73 |
| 2018-06-30 | $35M | 127k | 274.04 |
| 2018-03-31 | $35M | 130k | 265.37 |
| 2017-12-31 | $34M | 127k | 271.72 |
| 2017-09-30 | $55M | 214k | 255.57 |
| 2017-06-30 | $49M | 201k | 243.94 |
| 2017-03-31 | $41M | 319k | 127.31 |
| 2016-12-31 | $34M | 150k | 228.41 |
| 2016-09-30 | $27M | 126k | 216.01 |
| 2016-06-30 | $22M | 105k | 210.83 |
| 2016-03-31 | $23M | 108k | 213.34 |
| 2015-12-31 | $23M | 112k | 204.80 |
| 2015-09-30 | $20M | 103k | 192.69 |
| 2015-06-30 | $17M | 82k | 207.09 |
| 2015-03-31 | $16M | 75k | 207.83 |
| 2014-12-31 | $11M | 54k | 206.86 |
| 2014-09-30 | $12M | 60k | 198.26 |
| 2014-06-30 | $8.4M | 43k | 197.01 |
| 2014-03-31 | $6.5M | 35k | 188.13 |
| 2013-12-31 | $2.1M | 12k | 185.61 |