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iShares S&P 500 Index shares owned by Strategic Investment Advisors / MI

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Strategic Investment Advisors / MI from 13F filings

Historical chart of Strategic Investment Advisors / MI 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 Strategic Investment Advisors / MI 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 Strategic Investment Advisors / MI

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 2.9k 525.70
2023-12-31 $2.0M 4.1k 477.66
2023-09-30 $692k 1.6k 429.51
2023-03-31 $629k 1.5k 411.07
2022-12-31 $618k 1.6k 384.29
2022-09-30 $1.2M 3.5k 358.51
2022-06-30 $457k 1.2k 378.94
2022-03-31 $545k 1.2k 453.41
2021-12-31 $571k 1.2k 476.63
2021-09-30 $514k 1.2k 430.49
2021-06-30 $509k 1.2k 429.90
2021-03-31 $599k 1.5k 398.27
2019-03-31 $424k 1.5k 284.37
2018-12-31 $308k 1.2k 251.84