iShares S&P 500 Index shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 20k | 525.72 |
| 2023-12-31 | $13M | 26k | 477.64 |
| 2023-09-30 | $11M | 26k | 429.43 |
| 2023-06-30 | $7.4M | 17k | 445.70 |
| 2023-03-31 | $5.1M | 13k | 411.08 |
| 2022-12-31 | $4.9M | 13k | 384.21 |
| 2022-09-30 | $4.8M | 13k | 358.63 |
| 2022-06-30 | $4.7M | 12k | 379.16 |
| 2022-03-31 | $5.1M | 12k | 430.71 |
| 2021-12-31 | $4.2M | 8.9k | 476.93 |
| 2021-09-30 | $3.4M | 7.9k | 430.76 |
| 2021-06-30 | $3.5M | 8.2k | 429.89 |
| 2021-03-31 | $2.2M | 5.5k | 397.92 |
| 2020-12-31 | $3.3M | 8.8k | 375.38 |
| 2020-09-30 | $4.1M | 12k | 336.00 |
| 2020-06-30 | $5.0M | 16k | 309.67 |
| 2020-03-31 | $5.9M | 23k | 258.37 |
| 2019-12-31 | $8.7M | 27k | 323.23 |
| 2019-09-30 | $6.2M | 21k | 298.52 |
| 2019-06-30 | $4.9M | 17k | 294.75 |
| 2019-03-31 | $2.8M | 9.9k | 284.55 |
| 2018-12-31 | $2.5M | 10k | 251.54 |
| 2018-09-30 | $149k | 508 | 294.01 |
More positions owned by TRUE Private Wealth Advisors
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