iShares S&P 500 Index shares owned by Aviance Capital Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aviance Capital Partners
from 13F filings
Historical chart of Aviance Capital Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Aviance Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 3.5k | 525.76 |
| 2023-12-31 | $1.6M | 3.3k | 477.62 |
| 2023-09-30 | $1.4M | 3.3k | 429.48 |
| 2023-06-30 | $1.6M | 3.5k | 445.75 |
| 2023-03-31 | $1.4M | 3.5k | 411.11 |
| 2022-12-31 | $1.3M | 3.3k | 384.24 |
| 2022-09-30 | $1.1M | 3.1k | 358.80 |
| 2022-06-30 | $1.3M | 3.3k | 379.15 |
| 2022-03-31 | $2.1M | 4.7k | 453.65 |
| 2021-12-31 | $1.6M | 3.3k | 476.84 |
| 2021-09-30 | $1.4M | 3.3k | 430.96 |
| 2021-06-30 | $1.4M | 3.3k | 429.94 |
| 2021-03-31 | $1.4M | 3.4k | 397.70 |
| 2020-12-31 | $1.3M | 3.4k | 375.33 |
| 2020-09-30 | $1.1M | 3.4k | 335.89 |
| 2020-06-30 | $986k | 3.2k | 309.67 |
| 2020-03-31 | $818k | 3.2k | 258.53 |
| 2019-12-31 | $1.0M | 3.2k | 323.32 |
| 2019-09-30 | $1.1M | 3.6k | 298.54 |
| 2019-06-30 | $1.0M | 3.6k | 294.61 |
| 2019-03-31 | $1.0M | 3.6k | 284.59 |
| 2018-12-31 | $896k | 3.6k | 251.54 |
| 2018-09-30 | $1.1M | 3.8k | 292.68 |
| 2018-06-30 | $1.0M | 3.8k | 272.92 |
| 2018-03-31 | $1.0M | 3.8k | 265.35 |
| 2017-12-31 | $1.0M | 3.7k | 268.72 |
| 2017-09-30 | $883k | 3.5k | 252.86 |
| 2017-06-30 | $850k | 3.5k | 243.41 |
| 2017-03-31 | $829k | 3.5k | 237.40 |
| 2016-12-31 | $786k | 3.5k | 225.09 |
| 2016-09-30 | $760k | 3.5k | 217.64 |
| 2016-06-30 | $823k | 3.9k | 210.49 |
| 2016-03-31 | $808k | 3.9k | 206.65 |
| 2015-12-31 | $869k | 4.2k | 204.95 |
| 2015-09-30 | $809k | 3.4k | 237.03 |
| 2015-06-30 | $888k | 4.3k | 207.14 |
| 2015-03-31 | $939k | 4.5k | 207.84 |
| 2014-12-31 | $932k | 4.5k | 206.88 |
| 2014-09-30 | $815k | 4.1k | 198.30 |
| 2014-06-30 | $581k | 3.0k | 196.88 |
| 2014-03-31 | $516k | 2.7k | 188.14 |