iShares S&P 500 Index shares owned by Transamerica Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Transamerica Financial Advisors
from 13F filings
Historical chart of Transamerica Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Transamerica Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 15k | 669.29 |
| 2025-06-30 | $8.7M | 14k | 620.89 |
| 2025-03-31 | $8.0M | 14k | 561.93 |
| 2024-12-31 | $8.0M | 14k | 588.72 |
| 2024-09-30 | $7.2M | 13k | 576.90 |
| 2023-12-31 | $1.0k | 1 | 1000.00 |
| 2023-09-30 | $1.0k | 1 | 1000.00 |
| 2023-06-30 | $150k | 337 | 445.10 |
| 2023-03-31 | $139k | 336 | 413.69 |
| 2022-12-31 | $135k | 352 | 383.52 |
| 2022-09-30 | $12k | 33 | 363.64 |
| 2022-06-30 | $13k | 33 | 393.94 |
| 2020-06-30 | $30k | 95 | 315.79 |
| 2019-06-30 | $25k | 85 | 294.12 |
| 2018-12-31 | $2.0k | 5 | 400.00 |
| 2018-09-30 | $10k | 31 | 322.58 |
| 2018-06-30 | $9.0k | 32 | 281.25 |
| 2018-03-31 | $13k | 46 | 282.61 |
| 2017-12-31 | $4.6M | 17k | 268.89 |
| 2017-09-30 | $12k | 46 | 260.87 |
| 2017-06-30 | $2.7M | 11k | 243.47 |
| 2017-03-31 | $5.7M | 24k | 237.30 |
| 2016-12-31 | $1.9M | 8.6k | 225.06 |
| 2016-09-30 | $2.5M | 12k | 217.63 |
| 2016-06-30 | $2.7M | 13k | 210.53 |
| 2016-03-31 | $149k | 720 | 206.94 |
| 2015-12-31 | $1.9M | 9.4k | 204.90 |
| 2015-09-30 | $2.0M | 10k | 192.79 |
| 2015-06-30 | $2.7M | 13k | 207.24 |
| 2015-03-31 | $2.7M | 13k | 207.84 |
| 2014-12-31 | $20k | 96 | 208.33 |
| 2014-09-30 | $189k | 949 | 199.16 |
| 2014-06-30 | $117k | 594 | 196.97 |
| 2014-03-31 | $442k | 2.3k | 188.41 |
| 2013-12-31 | $281k | 1.5k | 185.72 |
| 2013-09-30 | $356k | 2.1k | 169.12 |
| 2013-06-30 | $294k | 1.8k | 161.36 |
| 2013-03-31 | $181k | 1.1k | 157.80 |
| 2012-09-30 | $31k | 213 | 145.54 |
| 2012-06-30 | $1.0k | 24 | 41.67 |
| 2012-03-31 | $4.0k | 24 | 166.67 |
| 2011-09-30 | $15k | 124 | 120.97 |
More positions owned by Transamerica Financial Advisors
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