iShares S&P 500 Index shares owned by Wealth Advisors of Tampa Bay
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Advisors of Tampa Bay
from 13F filings
Historical chart of Wealth Advisors of Tampa Bay investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wealth Advisors of Tampa Bay
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.5k | 669.30 |
| 2025-06-30 | $944k | 1.5k | 620.90 |
| 2025-03-31 | $925k | 1.6k | 561.90 |
| 2024-12-31 | $969k | 1.6k | 588.68 |
| 2024-09-30 | $949k | 1.6k | 576.82 |
| 2024-06-30 | $950k | 1.7k | 547.23 |
| 2024-03-31 | $913k | 1.7k | 525.73 |
| 2023-12-31 | $963k | 2.0k | 477.63 |
| 2023-09-30 | $2.2M | 5.0k | 429.43 |
| 2023-06-30 | $1.1M | 2.5k | 445.71 |
| 2023-03-31 | $1.0M | 2.5k | 411.08 |
| 2022-12-31 | $1.0M | 2.7k | 384.21 |
| 2022-09-30 | $955k | 2.7k | 358.48 |
| 2022-06-30 | $2.0M | 5.3k | 379.13 |
| 2022-03-31 | $2.4M | 5.3k | 453.83 |
| 2021-12-31 | $2.8M | 5.8k | 477.05 |
| 2021-09-30 | $1.3M | 3.0k | 430.93 |
| 2021-06-30 | $1.3M | 3.0k | 429.94 |
| 2021-03-31 | $1.3M | 3.3k | 397.89 |
| 2020-12-31 | $1.2M | 3.3k | 375.26 |
| 2020-09-30 | $1.1M | 3.3k | 336.07 |
| 2020-06-30 | $1.0M | 3.3k | 309.65 |
| 2020-03-31 | $851k | 3.3k | 258.35 |
| 2019-12-31 | $1.1M | 3.4k | 323.21 |
| 2019-09-30 | $1.1M | 3.6k | 298.47 |
| 2019-06-30 | $1.1M | 3.6k | 294.87 |
| 2019-03-31 | $1.2M | 4.2k | 284.66 |
| 2018-12-31 | $1.1M | 4.3k | 251.59 |
| 2018-09-30 | $1.2M | 4.0k | 292.84 |
| 2018-06-30 | $1.1M | 4.0k | 273.69 |
| 2018-03-31 | $1.1M | 4.0k | 265.68 |
| 2017-12-31 | $1.2M | 4.5k | 275.79 |
More positions owned by Wealth Advisors of Tampa Bay
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