iShares S&P 500 Index shares owned by Benchmark Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Benchmark Investment Advisors
from 13F filings
Historical chart of Benchmark Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Benchmark 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 Benchmark Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $245k | 466 | 525.64 |
| 2023-12-31 | $258k | 540 | 477.26 |
| 2023-09-30 | $261k | 608 | 429.20 |
| 2023-06-30 | $302k | 677 | 445.49 |
| 2023-03-31 | $276k | 671 | 411.29 |
| 2022-12-31 | $267k | 694 | 384.00 |
| 2022-03-31 | $208k | 458 | 454.15 |
| 2021-12-31 | $212k | 444 | 477.48 |
More positions owned by Benchmark Investment Advisors
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