iShares S&P 500 Index shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.6k | 669.30 |
| 2025-06-30 | $1.0M | 1.6k | 620.90 |
| 2025-03-31 | $913k | 1.6k | 561.90 |
| 2024-12-31 | $1.2M | 2.0k | 588.68 |
| 2024-09-30 | $1.1M | 2.0k | 576.82 |
| 2024-06-30 | $1.1M | 2.0k | 547.23 |
| 2024-03-31 | $577k | 1.1k | 525.73 |
| 2023-12-31 | $593k | 1.2k | 477.63 |
| 2023-09-30 | $472k | 1.1k | 429.43 |
More positions owned by Provenance Wealth Advisors
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