iShares S&P 500 Index shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Westbourne Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $707k | 1.5k | 477.70 |
| 2023-09-30 | $633k | 1.5k | 429.15 |
| 2023-06-30 | $657k | 1.5k | 445.42 |
| 2023-03-31 | $638k | 1.6k | 411.08 |
| 2022-12-31 | $595k | 1.5k | 384.12 |
| 2022-09-30 | $555k | 1.5k | 358.53 |
| 2022-06-30 | $587k | 1.5k | 379.20 |
| 2022-03-31 | $752k | 1.7k | 453.56 |
| 2021-12-31 | $791k | 1.7k | 477.08 |
| 2021-09-30 | $714k | 1.7k | 430.64 |
| 2021-06-30 | $777k | 1.8k | 429.76 |
| 2021-03-31 | $751k | 1.9k | 397.99 |
| 2020-12-31 | $708k | 1.9k | 375.20 |
| 2020-09-30 | $413k | 1.2k | 335.77 |
| 2020-06-30 | $403k | 1.3k | 310.00 |
| 2020-03-31 | $336k | 1.3k | 258.06 |
| 2019-12-31 | $421k | 1.3k | 323.35 |
| 2019-09-30 | $392k | 1.3k | 298.78 |
| 2019-06-30 | $387k | 1.3k | 294.97 |
| 2019-03-31 | $373k | 1.3k | 284.30 |
| 2018-12-31 | $348k | 1.4k | 251.26 |
| 2018-09-30 | $419k | 1.4k | 293.01 |
| 2018-06-30 | $396k | 1.5k | 273.10 |
| 2018-03-31 | $385k | 1.5k | 265.52 |
| 2017-12-31 | $364k | 1.4k | 269.03 |
| 2017-09-30 | $342k | 1.4k | 252.77 |
| 2017-06-30 | $295k | 1.2k | 243.80 |
| 2017-03-31 | $287k | 1.2k | 237.19 |
| 2016-12-31 | $272k | 1.2k | 224.79 |
| 2016-09-30 | $263k | 1.2k | 217.36 |
| 2016-06-30 | $255k | 1.2k | 210.74 |
| 2016-03-31 | $250k | 1.2k | 206.61 |
| 2015-12-31 | $248k | 1.2k | 204.96 |
| 2015-09-30 | $233k | 1.2k | 192.56 |
| 2015-06-30 | $251k | 1.2k | 207.44 |
More positions owned by Westbourne Investment Advisors
Home Depot (HD)
View all positions for Westbourne Investment Advisors