iShares S&P 500 Index shares owned by Silver Oak Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Silver Oak Advisory Group
from 13F filings
Historical chart of Silver Oak Advisory Group 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 Silver Oak Advisory Group 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 Silver Oak Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $587k | 1.0k | 576.06 |
2024-06-30 | $557k | 1.0k | 546.61 |
2024-03-31 | $547k | 1.0k | 526.47 |
2023-12-31 | $501k | 1.0k | 477.60 |
2023-09-30 | $455k | 1.1k | 428.84 |
2023-06-30 | $571k | 1.3k | 445.05 |
2023-03-31 | $488k | 1.2k | 410.77 |
2022-12-31 | $456k | 1.2k | 383.84 |
2022-09-30 | $426k | 1.2k | 358.59 |
2022-06-30 | $450k | 1.2k | 378.79 |
2022-03-31 | $586k | 1.3k | 453.56 |
2021-12-31 | $616k | 1.3k | 476.78 |