iShares S&P 500 Index shares owned by Atlas Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Atlas Capital Advisors
from 13F filings
Historical chart of Atlas Capital Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Atlas Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $657k | 1.2k | 525.73 |
| 2023-12-31 | $582k | 1.2k | 477.63 |
| 2023-09-30 | $506k | 1.2k | 429.43 |
| 2023-06-30 | $1.1M | 2.6k | 445.71 |
| 2023-03-31 | $56k | 136 | 411.07 |
| 2022-12-31 | $61k | 158 | 384.21 |
| 2022-09-30 | $45k | 124 | 358.65 |
| 2022-06-30 | $45k | 119 | 379.14 |
| 2022-03-31 | $111k | 244 | 453.69 |
| 2021-12-31 | $116k | 244 | 476.99 |
| 2021-09-30 | $51k | 119 | 430.82 |
| 2021-06-30 | $21k | 48 | 429.92 |
| 2021-03-31 | $19k | 48 | 397.81 |
| 2020-12-31 | $18k | 48 | 375.38 |
| 2020-06-30 | $45k | 144 | 309.69 |
| 2020-03-31 | $67k | 261 | 258.40 |
| 2019-12-31 | $90k | 279 | 323.24 |
| 2019-09-30 | $102k | 342 | 298.52 |
| 2019-06-30 | $125k | 425 | 294.75 |
| 2019-03-31 | $116k | 407 | 284.56 |
| 2018-12-31 | $102k | 407 | 251.61 |
| 2018-09-30 | $120k | 407 | 293.95 |
| 2018-06-30 | $115k | 407 | 282.47 |
| 2018-03-31 | $108k | 407 | 265.37 |