iShares S&P 500 Index shares owned by Semmax Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Semmax Financial Advisors
from 13F filings
Historical chart of Semmax Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Semmax Financial 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 Semmax Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $200k | 313 | 640.37 |
| 2025-03-31 | $167k | 295 | 566.90 |
| 2024-09-30 | $178k | 296 | 599.76 |
| 2024-06-30 | $179k | 328 | 545.68 |
| 2024-03-31 | $189k | 360 | 524.00 |
| 2023-12-31 | $170k | 342 | 496.90 |
| 2023-09-30 | $131k | 296 | 442.17 |
| 2022-12-31 | $10k | 25 | 400.00 |
| 2022-09-30 | $10k | 25 | 400.00 |
| 2022-06-30 | $7.0k | 16 | 437.50 |
| 2022-03-31 | $7.0k | 16 | 437.50 |
| 2021-12-31 | $8.0k | 16 | 500.00 |
| 2021-09-30 | $7.0k | 16 | 437.50 |
| 2021-06-30 | $7.0k | 16 | 437.50 |
| 2021-03-31 | $61k | 154 | 396.10 |
| 2020-12-31 | $6.0k | 16 | 375.00 |
| 2020-09-30 | $15k | 46 | 326.09 |
| 2020-06-30 | $14k | 46 | 304.35 |
| 2020-03-31 | $36k | 141 | 255.32 |
| 2019-12-31 | $15k | 46 | 326.09 |
| 2019-09-30 | $18k | 59 | 305.08 |
| 2019-06-30 | $18k | 61 | 295.08 |
| 2019-03-31 | $202k | 709 | 284.91 |
| 2018-12-31 | $142k | 565 | 251.33 |