iShares S&P 500 Index shares owned by Probity Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Probity Advisors
from 13F filings
Historical chart of Probity 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 Probity Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Probity Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $296k | 442 | 669.30 |
| 2025-06-30 | $337k | 542 | 620.90 |
| 2025-03-31 | $323k | 575 | 561.90 |
| 2024-12-31 | $339k | 575 | 588.68 |
| 2024-09-30 | $354k | 613 | 576.82 |
| 2024-06-30 | $336k | 613 | 547.23 |
| 2024-03-31 | $495k | 941 | 525.62 |
| 2023-12-31 | $516k | 1.1k | 477.61 |
| 2023-09-30 | $499k | 1.2k | 429.31 |
| 2023-06-30 | $387k | 868 | 445.71 |
| 2022-12-31 | $333k | 866 | 384.21 |
| 2022-06-30 | $209k | 551 | 379.31 |
| 2022-03-31 | $250k | 550 | 454.55 |
| 2021-12-31 | $262k | 550 | 476.36 |
| 2021-09-30 | $498k | 1.2k | 430.80 |
| 2021-06-30 | $236k | 548 | 430.66 |
| 2021-03-31 | $218k | 547 | 398.54 |
| 2019-12-31 | $245k | 759 | 322.79 |