iShares S&P 500 Index shares owned by Schechter Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Schechter Investment Advisors
from 13F filings
Historical chart of Schechter Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Schechter 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 Schechter Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 2.9k | 588.70 |
| 2024-09-30 | $1.6M | 2.8k | 576.77 |
| 2024-06-30 | $1.6M | 2.9k | 547.23 |
| 2024-03-31 | $1.5M | 2.9k | 525.73 |
| 2023-12-31 | $1.6M | 3.4k | 477.59 |
| 2023-09-30 | $1.5M | 3.4k | 429.45 |
| 2023-06-30 | $1.2M | 2.7k | 445.73 |
| 2023-03-31 | $1.1M | 2.7k | 411.08 |
| 2022-12-31 | $1.1M | 2.8k | 384.18 |
| 2022-09-30 | $900k | 2.5k | 358.71 |
| 2022-06-30 | $961k | 2.5k | 379.39 |
| 2022-03-31 | $1.1M | 2.4k | 453.67 |
| 2021-12-31 | $1.3M | 2.7k | 477.27 |
More positions owned by Schechter Investment Advisors
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