iShares S&P 500 Index shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $176M | 369k | 477.63 |
2023-09-30 | $147M | 343k | 429.43 |
2023-06-30 | $136M | 304k | 445.71 |
2023-03-31 | $100M | 244k | 411.08 |
2022-12-31 | $75B | 196M | 384.21 |
2022-09-30 | $60M | 167k | 358.65 |
2022-06-30 | $65M | 170k | 379.15 |
2022-03-31 | $61M | 134k | 453.69 |
2021-12-31 | $71M | 149k | 476.99 |
2021-09-30 | $58M | 134k | 430.82 |
2021-06-30 | $52M | 121k | 429.92 |
2021-03-31 | $46M | 115k | 397.82 |
2020-12-31 | $34M | 92k | 375.39 |
2020-09-30 | $32M | 94k | 336.06 |
2020-06-30 | $27M | 86k | 309.69 |
2020-03-31 | $26M | 99k | 258.40 |
2019-12-31 | $28M | 88k | 323.24 |
2019-09-30 | $26M | 88k | 298.52 |
2019-06-30 | $22M | 67k | 332.38 |
2019-03-31 | $22M | 32k | 682.71 |
2018-12-31 | $19M | 74k | 251.61 |
2018-09-30 | $22M | 73k | 292.73 |
2018-06-30 | $19M | 69k | 273.05 |
2018-03-31 | $17M | 64k | 265.37 |
2017-12-31 | $16M | 61k | 268.85 |
2017-09-30 | $15M | 57k | 252.94 |
2017-06-30 | $13M | 54k | 243.41 |
2017-03-31 | $12M | 52k | 237.27 |
2016-12-31 | $10M | 46k | 224.99 |
2016-09-30 | $9.9M | 46k | 217.57 |
2016-06-30 | $9.6M | 46k | 210.49 |
2016-03-31 | $9.4M | 46k | 206.65 |
2015-12-31 | $9.8M | 48k | 204.88 |
2015-09-30 | $8.6M | 45k | 192.71 |
2015-06-30 | $8.1M | 39k | 207.22 |
2015-03-31 | $9.8M | 47k | 207.83 |
2014-12-31 | $8.5M | 41k | 206.88 |
2014-09-30 | $7.6M | 39k | 198.26 |
2014-06-30 | $6.0M | 31k | 197.01 |
2014-03-31 | $5.6M | 30k | 188.14 |
2013-12-31 | $5.4M | 29k | 185.64 |
2013-09-30 | $5.1M | 30k | 168.89 |
2013-06-30 | $4.9M | 31k | 160.88 |
2013-03-31 | $4.8M | 31k | 157.37 |
2012-12-31 | $3.5M | 25k | 143.15 |
2012-09-30 | $3.8M | 27k | 144.40 |
2012-06-30 | $3.6M | 27k | 136.76 |
2012-03-31 | $3.2M | 23k | 141.23 |
2011-12-31 | $2.9M | 23k | 125.97 |
2011-09-30 | $2.8M | 21k | 132.44 |
2011-06-30 | $2.9M | 22k | 133.00 |
2011-03-31 | $2.9M | 22k | 133.00 |
2010-12-31 | $2.7M | 22k | 126.24 |
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