iShares S&P 500 Index shares owned by RE Dickinson Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by RE Dickinson Investment Advisors
from 13F filings
Historical chart of RE Dickinson Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by RE Dickinson Investment Advisors 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 RE Dickinson Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 20k | 576.83 |
| 2024-06-30 | $11M | 19k | 547.24 |
| 2024-03-31 | $10M | 19k | 525.76 |
| 2023-09-30 | $5.1M | 12k | 430.09 |
| 2023-06-30 | $5.0M | 11k | 445.68 |
| 2023-03-31 | $4.6M | 11k | 411.05 |
| 2022-12-31 | $5.9M | 15k | 384.23 |
| 2022-09-30 | $5.5M | 15k | 358.68 |
| 2022-06-30 | $6.3M | 17k | 379.13 |
| 2022-03-31 | $7.5M | 16k | 453.67 |
| 2021-12-31 | $13M | 26k | 476.97 |
More positions owned by RE Dickinson Investment Advisors
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