iShares S&P 500 Index shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.1k | 18 | 504.44 |
| 2017-12-31 | $242k | 900 | 268.89 |
| 2017-09-30 | $228k | 900 | 253.33 |
| 2017-06-30 | $219k | 900 | 243.33 |
| 2017-03-31 | $214k | 900 | 237.78 |
| 2016-12-31 | $202k | 900 | 224.44 |
More positions owned by FRG Family Wealth Advisors
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