iShares S&P 500 Index shares owned by Us Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Us Financial Advisors
from 13F filings
Historical chart of Us Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Us Financial Advisors 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 Us Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $30M | 57k | 525.73 |
| 2023-12-31 | $27M | 56k | 477.63 |
| 2023-09-30 | $24M | 55k | 429.43 |
| 2023-06-30 | $24M | 53k | 445.71 |
| 2023-03-31 | $22M | 54k | 411.08 |
| 2022-12-31 | $19M | 51k | 384.21 |
| 2022-09-30 | $18M | 50k | 358.64 |
| 2022-06-30 | $20M | 52k | 379.14 |
| 2022-03-31 | $23M | 51k | 453.69 |
| 2021-12-31 | $25M | 53k | 476.98 |
| 2021-09-30 | $22M | 51k | 430.81 |
| 2021-06-30 | $22M | 51k | 429.93 |
| 2021-03-31 | $21M | 53k | 397.82 |
| 2020-12-31 | $25M | 67k | 375.38 |
| 2016-06-30 | $338k | 1.6k | 206.35 |
| 2016-03-31 | $338k | 1.6k | 206.35 |
| 2015-12-31 | $1.2M | 5.8k | 204.95 |
| 2015-09-30 | $423k | 2.2k | 192.89 |
| 2015-06-30 | $33k | 285 | 115.79 |
| 2015-03-31 | $6.2M | 30k | 207.83 |
| 2014-12-31 | $6.3M | 31k | 206.88 |