iShares S&P 500 Index shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors 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 Valeo Financial Advisors 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 Valeo Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $94M | 180k | 525.73 |
2023-12-31 | $83M | 174k | 477.63 |
2023-09-30 | $72M | 167k | 429.43 |
2023-06-30 | $74M | 165k | 445.71 |
2023-03-31 | $68M | 166k | 411.08 |
2022-12-31 | $62M | 162k | 384.21 |
2022-09-30 | $52M | 144k | 358.65 |
2022-06-30 | $50M | 132k | 379.15 |
2022-03-31 | $62M | 137k | 453.72 |
2021-12-31 | $58M | 122k | 476.99 |
2021-09-30 | $52M | 121k | 430.82 |
2021-06-30 | $50M | 117k | 429.92 |
2021-03-31 | $209M | 525k | 397.82 |
2020-12-31 | $197M | 523k | 375.39 |
2020-09-30 | $37M | 109k | 336.06 |
2020-06-30 | $39M | 125k | 309.69 |
2020-03-31 | $32M | 114k | 278.07 |
2019-12-31 | $29M | 88k | 323.25 |
2019-09-30 | $25M | 83k | 298.52 |
2019-06-30 | $23M | 78k | 294.74 |
2019-03-31 | $20M | 70k | 284.57 |
2018-12-31 | $17M | 69k | 251.60 |
2018-09-30 | $16M | 60k | 272.76 |
2018-06-30 | $17M | 60k | 284.12 |
2018-03-31 | $11M | 42k | 265.37 |
2017-12-31 | $11M | 41k | 268.84 |
2017-09-30 | $5.3M | 21k | 252.91 |