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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
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 $142M 313k 453.69
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