iShares S&P 500 Index shares owned by Telemus Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Telemus Capital
from 13F filings
Historical chart of Telemus Capital 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 Telemus Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Telemus Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $24M | 49k | 477.63 |
| 2023-09-30 | $21M | 48k | 429.43 |
| 2023-06-30 | $22M | 49k | 445.71 |
| 2023-03-31 | $21M | 51k | 411.08 |
| 2022-12-31 | $20M | 51k | 389.83 |
| 2022-09-30 | $19M | 54k | 358.65 |
| 2022-06-30 | $27M | 59k | 453.70 |
| 2022-03-31 | $27M | 59k | 453.70 |
| 2021-12-31 | $45M | 94k | 476.99 |
| 2021-09-30 | $38M | 89k | 430.82 |
| 2021-06-30 | $42M | 97k | 429.92 |
| 2021-03-31 | $35M | 85k | 407.85 |
| 2020-12-31 | $7.7M | 21k | 375.36 |
| 2020-09-30 | $6.3M | 18k | 348.44 |
| 2020-06-30 | $4.8M | 15k | 318.88 |
| 2020-03-31 | $3.0M | 9.9k | 305.15 |
| 2019-12-31 | $1.5M | 4.5k | 323.33 |
| 2019-09-30 | $1.4M | 4.6k | 298.60 |
| 2019-06-30 | $1.0M | 3.6k | 285.55 |
| 2019-03-31 | $1.2M | 4.3k | 284.51 |
| 2018-12-31 | $5.1M | 20k | 251.60 |
| 2018-09-30 | $274k | 936 | 292.74 |
| 2018-06-30 | $270k | 990 | 272.73 |
| 2018-03-31 | $251k | 945 | 265.61 |
| 2017-12-31 | $259k | 966 | 268.12 |
| 2016-09-30 | $1.6M | 7.3k | 217.59 |
| 2016-06-30 | $1.4M | 6.6k | 210.52 |
| 2016-03-31 | $1.4M | 6.7k | 206.69 |
| 2015-12-31 | $1.2M | 6.0k | 204.96 |
| 2015-09-30 | $647k | 3.4k | 192.73 |
| 2015-06-30 | $645k | 3.1k | 207.26 |
| 2014-06-30 | $259k | 1.3k | 196.96 |
| 2014-03-31 | $243k | 1.3k | 188.37 |
| 2013-12-31 | $222k | 1.2k | 185.77 |
| 2013-09-30 | $205k | 1.2k | 168.72 |