iShares S&P 500 Index shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 2.6k | 520.96 |
| 2023-12-31 | $1.1M | 2.3k | 477.56 |
| 2023-09-30 | $948k | 2.2k | 438.32 |
| 2023-06-30 | $932k | 2.1k | 451.74 |
| 2023-03-31 | $796k | 1.9k | 411.11 |
| 2022-12-31 | $969k | 4.0k | 242.71 |
| 2022-09-30 | $1.6M | 4.3k | 358.79 |
| 2022-06-30 | $3.0M | 7.8k | 379.12 |
| 2022-03-31 | $1.2M | 2.6k | 453.69 |
| 2021-12-31 | $1.6M | 3.3k | 477.02 |
| 2021-09-30 | $1.3M | 3.1k | 430.71 |
| 2021-06-30 | $1.0M | 2.4k | 429.92 |
| 2021-03-31 | $959k | 2.4k | 397.93 |
| 2020-12-31 | $794k | 2.1k | 375.24 |
| 2020-09-30 | $928k | 2.8k | 335.87 |
| 2020-06-30 | $905k | 2.7k | 334.32 |
| 2020-03-31 | $819k | 2.9k | 282.61 |
| 2019-12-31 | $1.7M | 5.2k | 336.73 |
More positions owned by Capital Asset Advisory Services
View all positions for Capital Asset Advisory Services