iShares S&P 500 Index shares owned by Plan Group Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Plan Group Financial
from 13F filings
Historical chart of Plan Group Financial 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 Plan Group Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Plan Group Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $423k | 805 | 525.73 |
2023-12-31 | $339k | 709 | 477.63 |
2023-09-30 | $284k | 662 | 429.43 |
2023-06-30 | $293k | 657 | 445.71 |