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iShares S&P 500 Index shares owned by Money Concepts Capital Corp

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Money Concepts Capital Corp from 13F filings

Historical chart of Money Concepts Capital Corp investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Money Concepts Capital Corp 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 Money Concepts Capital Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2M 12k 525.73
2023-12-31 $6.0M 13k 477.82
2023-09-30 $4.3M 9.9k 429.50
2023-06-30 $4.4M 9.8k 445.79
2023-03-31 $1.7M 97k 17.62
2022-12-31 $8.6M 22k 384.21
2022-09-30 $3.9M 11k 358.64
2022-06-30 $4.0M 11k 383.07
2022-03-31 $60M 133k 453.69
2021-12-31 $58M 122k 476.99
2021-03-31 $48M 120k 397.82
2020-12-31 $43M 115k 375.39