iShares S&P 500 Index shares owned by Reilly Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Reilly Financial Advisors
from 13F filings
Historical chart of Reilly 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 Reilly Financial 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 Reilly Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $1.5M | 3.1k | 477.15 |
| 2021-09-30 | $2.0M | 4.6k | 430.85 |
| 2021-06-30 | $617k | 1.4k | 429.67 |
| 2021-03-31 | $571k | 1.4k | 397.91 |
| 2020-12-31 | $1.5M | 3.9k | 375.32 |
| 2020-09-30 | $1.1M | 3.3k | 336.07 |
| 2020-06-30 | $504k | 1.6k | 309.96 |
| 2020-03-31 | $496k | 1.9k | 258.60 |
| 2019-12-31 | $667k | 2.1k | 323.00 |
| 2019-09-30 | $682k | 2.3k | 298.60 |
| 2019-06-30 | $501k | 1.7k | 294.88 |
| 2019-03-31 | $441k | 1.6k | 284.33 |
| 2018-12-31 | $334k | 1.3k | 251.32 |
| 2018-09-30 | $425k | 1.5k | 293.10 |
| 2018-06-30 | $359k | 1.3k | 272.80 |
| 2018-03-31 | $351k | 1.3k | 265.31 |
| 2017-12-31 | $419k | 1.6k | 268.59 |
| 2017-09-30 | $394k | 1.6k | 252.73 |
| 2017-06-30 | $379k | 1.6k | 243.10 |
| 2017-03-31 | $370k | 1.6k | 237.33 |
| 2016-12-31 | $344k | 1.5k | 224.98 |
| 2016-09-30 | $222k | 1.0k | 217.86 |
| 2016-06-30 | $240k | 1.1k | 210.16 |
| 2016-03-31 | $224k | 1.1k | 206.45 |
| 2015-12-31 | $222k | 1.1k | 204.80 |
| 2015-09-30 | $209k | 1.1k | 192.80 |
| 2015-06-30 | $229k | 1.1k | 207.43 |
| 2015-03-31 | $229k | 1.1k | 207.62 |
| 2014-12-31 | $194k | 936 | 207.26 |
| 2014-09-30 | $155k | 781 | 198.46 |
| 2014-06-30 | $155k | 781 | 198.46 |
| 2014-03-31 | $147k | 781 | 188.22 |
| 2013-12-31 | $145k | 781 | 185.66 |
| 2013-09-30 | $133k | 781 | 170.29 |
| 2013-06-30 | $126k | 781 | 161.33 |