iShares S&P 500 Index shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $571M | 970k | 588.68 |
| 2024-09-30 | $582M | 1.0M | 576.82 |
| 2024-06-30 | $601M | 1.1M | 547.23 |
| 2024-03-31 | $629M | 1.2M | 525.73 |
| 2023-12-31 | $720M | 1.5M | 477.63 |
| 2023-09-30 | $442M | 1.0M | 429.43 |
| 2023-06-30 | $660M | 1.5M | 445.71 |
| 2023-03-31 | $658M | 1.6M | 411.08 |
| 2022-12-31 | $586M | 1.5M | 384.21 |
| 2022-09-30 | $543M | 1.5M | 358.65 |
| 2022-06-30 | $573M | 1.5M | 379.15 |
| 2022-03-31 | $688M | 1.5M | 453.69 |
| 2021-12-31 | $733M | 1.5M | 476.99 |
| 2021-09-30 | $665M | 1.5M | 430.82 |
| 2021-06-30 | $661M | 1.5M | 429.92 |
| 2021-03-31 | $586M | 1.5M | 397.82 |
| 2020-12-31 | $559M | 1.5M | 375.39 |
| 2020-09-30 | $516M | 1.5M | 336.06 |
| 2020-06-30 | $490M | 1.6M | 309.69 |
| 2020-03-31 | $406M | 1.6M | 247.47 |
| 2019-12-31 | $454M | 1.4M | 323.24 |
| 2019-09-30 | $430M | 1.4M | 298.52 |
| 2019-06-30 | $533M | 1.8M | 294.75 |
| 2019-03-31 | $459M | 1.6M | 284.56 |
| 2018-12-31 | $376M | 1.5M | 251.61 |
| 2018-09-30 | $413M | 1.4M | 292.73 |
| 2018-06-30 | $350M | 1.3M | 273.05 |
| 2018-03-31 | $331M | 1.2M | 265.37 |
| 2017-12-31 | $333M | 1.2M | 269.79 |
| 2017-09-30 | $319M | 1.3M | 252.93 |
| 2017-06-30 | $305M | 1.3M | 243.41 |
| 2017-03-31 | $284M | 1.2M | 237.27 |
| 2016-12-31 | $288M | 1.3M | 224.99 |
| 2016-09-30 | $287M | 1.3M | 217.56 |
| 2016-06-30 | $256M | 1.2M | 211.00 |
| 2016-03-31 | $211M | 1.0M | 207.08 |
| 2015-12-31 | $207M | 1.0M | 204.87 |
| 2015-09-30 | $172M | 893k | 192.71 |
| 2015-06-30 | $170M | 818k | 207.22 |
| 2015-03-31 | $146M | 697k | 209.85 |
| 2014-12-31 | $117M | 563k | 206.87 |
| 2014-09-30 | $93M | 471k | 198.26 |
| 2014-06-30 | $85M | 431k | 197.00 |
| 2014-03-31 | $79M | 421k | 188.14 |
| 2013-12-31 | $75M | 402k | 185.65 |
| 2013-09-30 | $65M | 382k | 168.90 |
| 2013-06-30 | $59M | 364k | 160.88 |
| 2013-03-31 | $35M | 224k | 157.36 |
| 2012-12-31 | $32M | 227k | 143.14 |
| 2012-09-30 | $32M | 219k | 144.40 |
| 2012-06-30 | $30M | 218k | 136.75 |
| 2011-12-31 | $26M | 210k | 125.96 |
| 2011-09-30 | $3.4M | 30k | 113.70 |
| 2011-03-31 | $4.1M | 31k | 133.00 |
| 2010-12-31 | $3.8M | 30k | 126.27 |
More positions owned by United Capital Financial Advisers
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