iShares S&P 500 Index shares owned by Clear Perspective Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Clear Perspective Advisors
from 13F filings
Historical chart of Clear Perspective Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Clear Perspective Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $474k | 993 | 477.34 |
| 2021-09-30 | $418k | 970 | 430.93 |
| 2021-06-30 | $417k | 970 | 429.90 |
| 2021-03-31 | $388k | 976 | 397.54 |
| 2020-12-31 | $337k | 898 | 375.28 |
| 2020-09-30 | $1.0M | 988 | 1019.23 |
| 2020-06-30 | $306k | 988 | 309.72 |
| 2020-03-31 | $257k | 993 | 258.81 |
| 2019-12-31 | $318k | 984 | 323.17 |
| 2019-09-30 | $294k | 984 | 298.78 |
| 2019-06-30 | $290k | 984 | 294.72 |
| 2019-03-31 | $280k | 984 | 284.55 |
| 2018-12-31 | $217k | 861 | 252.03 |
| 2018-09-30 | $252k | 861 | 292.68 |
| 2018-06-30 | $121k | 443 | 273.14 |
| 2018-03-31 | $197k | 743 | 265.14 |
| 2017-12-31 | $120k | 447 | 268.46 |
| 2017-09-30 | $113k | 447 | 252.80 |
More positions owned by Clear Perspective Advisors
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