iShares S&P 500 Index shares owned by SVB Wealth Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SVB Wealth Advisory
from 13F filings
Historical chart of SVB Wealth Advisory investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by SVB Wealth Advisory 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 SVB Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $1.7M | 3.7k | 453.60 |
| 2021-12-31 | $1.7M | 3.5k | 475.92 |
| 2021-09-30 | $1.5M | 3.4k | 430.71 |
| 2021-06-30 | $1.3M | 3.1k | 429.95 |
| 2021-03-31 | $1.2M | 3.0k | 397.57 |
| 2020-12-31 | $1.1M | 3.0k | 375.25 |
| 2020-09-30 | $1.1M | 3.3k | 336.12 |
| 2020-06-30 | $1.0M | 3.3k | 309.83 |
| 2020-03-31 | $924k | 3.6k | 258.46 |
| 2019-12-31 | $1.8M | 5.4k | 323.29 |