iShares S&P 500 Index shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by YHB Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 23k | 669.31 |
| 2025-06-30 | $13M | 21k | 620.89 |
| 2025-03-31 | $12M | 21k | 561.90 |
| 2024-12-31 | $12M | 21k | 588.68 |
| 2024-09-30 | $11M | 19k | 576.82 |
| 2024-06-30 | $9.8M | 18k | 547.23 |
| 2024-03-31 | $9.2M | 18k | 525.73 |
| 2023-12-31 | $8.3M | 17k | 477.63 |
| 2023-09-30 | $7.4M | 17k | 429.43 |
| 2023-06-30 | $7.7M | 17k | 445.71 |
| 2023-03-31 | $7.0M | 17k | 411.08 |
| 2022-12-31 | $7.2M | 19k | 384.21 |
| 2022-09-30 | $6.0M | 17k | 358.65 |
| 2022-06-30 | $6.1M | 16k | 379.16 |
| 2022-03-31 | $7.3M | 16k | 453.68 |
| 2021-12-31 | $7.4M | 16k | 476.99 |
| 2021-09-30 | $6.5M | 15k | 430.81 |
| 2021-06-30 | $6.4M | 15k | 429.95 |
| 2021-03-31 | $6.3M | 15k | 418.87 |
| 2020-12-31 | $5.6M | 15k | 375.36 |
| 2020-09-30 | $5.0M | 15k | 336.04 |