iShares S&P 500 Index shares owned by VisionPoint Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by VisionPoint Advisory Group
from 13F filings
Historical chart of VisionPoint Advisory Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by VisionPoint Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 4.2k | 477.52 |
| 2023-09-30 | $73k | 170 | 429.22 |
| 2023-06-30 | $1.4M | 3.2k | 445.71 |
| 2023-03-31 | $761k | 1.9k | 406.86 |
| 2022-12-31 | $330k | 795 | 414.78 |
| 2021-12-31 | $256k | 567 | 451.50 |
| 2021-09-30 | $390k | 830 | 469.88 |
| 2021-06-30 | $658k | 1.5k | 430.07 |
| 2021-03-31 | $712k | 1.8k | 397.54 |
| 2020-12-31 | $5.9M | 16k | 375.41 |
| 2020-09-30 | $1.8M | 5.5k | 336.14 |
| 2020-06-30 | $1.8M | 5.5k | 322.06 |
| 2020-03-31 | $458k | 1.8k | 258.17 |
| 2019-12-31 | $444k | 1.4k | 323.38 |
| 2019-09-30 | $2.9M | 9.7k | 296.05 |
| 2019-06-30 | $2.4M | 8.2k | 294.69 |
| 2019-03-31 | $5.7M | 20k | 284.57 |
| 2018-12-31 | $3.0M | 12k | 251.64 |
More positions owned by VisionPoint Advisory Group
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