iShares S&P 500 Index shares owned by Private Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Private Advisory
from 13F filings
Historical chart of Private Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Private Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.9M | 15k | 576.81 |
| 2024-06-30 | $8.2M | 15k | 547.25 |
| 2024-03-31 | $7.6M | 15k | 525.73 |
| 2023-09-30 | $4.8M | 11k | 429.43 |
| 2023-06-30 | $6.9M | 16k | 445.72 |
| 2023-03-31 | $8.0M | 20k | 411.09 |
| 2022-12-31 | $7.6M | 20k | 384.21 |
| 2022-09-30 | $7.2M | 20k | 358.66 |
| 2022-06-30 | $8.9M | 24k | 379.15 |
| 2022-03-31 | $16M | 36k | 453.68 |
| 2021-12-31 | $14M | 29k | 476.99 |
| 2021-09-30 | $12M | 28k | 430.81 |
| 2021-06-30 | $11M | 26k | 429.90 |
| 2021-03-31 | $8.9M | 22k | 397.82 |
| 2020-12-31 | $6.6M | 18k | 375.36 |
| 2020-09-30 | $5.2M | 15k | 336.05 |
| 2020-06-30 | $5.0M | 16k | 309.68 |
| 2020-03-31 | $4.5M | 18k | 258.40 |
| 2019-12-31 | $4.7M | 15k | 323.21 |
| 2019-09-30 | $4.9M | 17k | 298.50 |
| 2019-06-30 | $4.7M | 16k | 294.74 |
| 2019-03-31 | $3.7M | 15k | 251.60 |
| 2018-12-31 | $3.7M | 15k | 251.60 |
| 2018-09-30 | $3.8M | 13k | 282.54 |
| 2018-06-30 | $3.6M | 13k | 273.04 |
| 2018-03-31 | $4.1M | 16k | 265.36 |
| 2017-12-31 | $6.8M | 25k | 268.86 |
| 2017-09-30 | $5.9M | 23k | 252.89 |
| 2017-06-30 | $5.5M | 23k | 243.44 |
| 2017-03-31 | $4.9M | 21k | 237.32 |
| 2016-12-31 | $5.0M | 22k | 224.92 |