iShares S&P 500 Index shares owned by Radnor Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Radnor Financial Advisors
from 13F filings
Historical chart of Radnor Financial 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 Radnor Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Radnor Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-09-30 | $4.2M | 12k | 358.66 |
2022-06-30 | $4.7M | 12k | 379.16 |
2022-03-31 | $5.4M | 12k | 453.71 |
2021-12-31 | $4.7M | 9.8k | 476.98 |
2021-09-30 | $4.3M | 10k | 430.79 |
2021-06-30 | $4.3M | 10k | 429.88 |
2021-03-31 | $4.2M | 10k | 417.20 |
2020-12-31 | $3.8M | 10k | 375.37 |
2020-09-30 | $3.3M | 10k | 336.08 |
2020-06-30 | $3.0M | 9.8k | 309.66 |
2020-03-31 | $2.4M | 9.1k | 258.38 |
2019-12-31 | $2.4M | 7.5k | 323.27 |