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iShares S&P 500 Index shares owned by Tarbox

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tarbox from 13F filings

Historical chart of Tarbox investment in iShares S&P 500 Index

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All positions including iShares S&P 500 Index held by Tarbox 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 Tarbox

Quarter filed Position value Share count Share price at filing
2024-06-30 $208M 380k 547.23
2024-03-31 $203M 387k 525.73
2023-12-31 $179M 375k 477.63
2023-09-30 $161M 374k 429.43
2023-06-30 $172M 385k 445.71
2023-03-31 $159M 386k 411.08
2022-12-31 $142M 370k 384.21
2022-09-30 $137M 361k 379.15
2022-06-30 $138M 364k 379.15
2022-03-31 $160M 354k 453.69
2021-12-31 $174M 364k 476.99
2021-09-30 $154M 357k 430.82
2021-06-30 $153M 356k 429.92
2021-03-31 $141M 353k 397.82
2020-12-31 $132M 352k 375.39
2020-09-30 $118M 351k 336.06
2020-06-30 $110M 355k 309.69
2020-03-31 $90M 349k 258.40
2019-12-31 $107M 331k 323.24
2019-09-30 $100M 334k 298.52
2019-06-30 $95M 324k 294.75
2019-03-31 $89M 312k 284.56
2018-12-31 $79M 314k 251.61
2018-09-30 $90M 308k 292.73
2018-06-30 $81M 295k 273.05
2018-03-31 $80M 299k 265.37
2017-12-31 $76M 282k 268.85
2017-09-30 $71M 280k 252.93
2017-06-30 $63M 259k 243.41
2017-03-31 $58M 243k 237.27
2016-12-31 $53M 235k 224.99
2016-09-30 $36M 164k 217.55
2016-06-30 $21M 99k 210.50
2016-03-31 $18M 87k 206.65
2015-12-31 $17M 83k 204.87
2015-09-30 $14M 71k 192.71
2015-06-30 $14M 67k 207.22
2015-03-31 $12M 58k 207.84
2014-12-31 $9.6M 47k 206.87
2014-09-30 $7.5M 38k 198.25
2014-06-30 $7.1M 36k 196.99
2014-03-31 $6.8M 37k 184.03
2013-12-31 $6.3M 34k 185.65

More positions owned by Tarbox

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Abbvie (ABBV)
Apple (AAPL)

View all positions for Tarbox

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index