iShares S&P 500 Index shares owned by Trail Ridge Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Trail Ridge Investment Advisors
from 13F filings
Historical chart of Trail Ridge Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Trail Ridge Investment Advisors 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 Trail Ridge Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 23k | 580.79 |
| 2024-06-30 | $11M | 20k | 547.23 |
| 2024-03-31 | $11M | 21k | 525.73 |
| 2023-12-31 | $11M | 22k | 477.63 |
| 2023-09-30 | $9.6M | 22k | 429.43 |
| 2023-06-30 | $9.9M | 22k | 445.71 |
| 2023-03-31 | $10M | 25k | 411.08 |
| 2022-12-31 | $10M | 26k | 384.21 |
| 2022-09-30 | $10M | 26k | 400.16 |
| 2022-06-30 | $9.3M | 24k | 379.15 |
| 2022-03-31 | $12M | 26k | 453.68 |
| 2021-12-31 | $11M | 23k | 476.99 |
More positions owned by Trail Ridge Investment Advisors
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