iShares S&P 500 Index shares owned by True Link Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by True Link Financial Advisors
from 13F filings
Historical chart of True Link Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by True Link Financial 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 True Link Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $140M | 266k | 525.73 |
| 2023-12-31 | $117M | 244k | 477.63 |
| 2023-09-30 | $94M | 220k | 429.43 |
| 2023-06-30 | $98M | 220k | 445.71 |
| 2023-03-31 | $72M | 175k | 411.08 |
| 2022-12-31 | $66M | 173k | 384.21 |
| 2022-09-30 | $61M | 170k | 358.65 |
| 2022-06-30 | $61M | 161k | 379.15 |
| 2022-03-31 | $72M | 159k | 453.69 |
| 2021-12-31 | $50M | 105k | 476.99 |
| 2021-09-30 | $46M | 106k | 430.82 |
| 2021-06-30 | $45M | 104k | 429.92 |
| 2021-03-31 | $55M | 137k | 397.82 |
| 2020-12-31 | $48M | 129k | 375.39 |
More positions owned by True Link Financial Advisors
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