iShares S&P 500 Index shares owned by TFB Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by TFB Advisors
from 13F filings
Historical chart of TFB Advisors 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 TFB Advisors 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 TFB Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 13k | 665.46 |
| 2025-06-30 | $11M | 18k | 620.88 |
| 2025-03-31 | $5.9M | 11k | 561.92 |
| 2024-12-31 | $11M | 18k | 588.67 |
| 2024-09-30 | $9.3M | 16k | 576.82 |
| 2024-06-30 | $3.9M | 7.1k | 547.25 |
| 2024-03-31 | $7.6M | 15k | 502.87 |
| 2023-12-31 | $2.7M | 5.6k | 477.60 |
| 2023-06-30 | $4.2M | 9.4k | 445.70 |
| 2023-03-31 | $237k | 577 | 411.08 |