iShares S&P 500 Index shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in iShares S&P 500 Index
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $937k | 1.8k | 525.82 |
2023-12-31 | $2.2M | 4.7k | 477.53 |
2023-09-30 | $3.1M | 7.2k | 429.43 |
2023-06-30 | $1.6M | 3.6k | 445.59 |
2023-03-31 | $739k | 1.8k | 411.08 |
2022-12-31 | $1.4M | 3.8k | 384.21 |
2022-09-30 | $964k | 2.7k | 358.61 |
2022-06-30 | $1.1M | 3.0k | 379.21 |
2022-03-31 | $1.2M | 2.7k | 453.82 |
2021-12-31 | $1.3M | 2.6k | 476.97 |
2021-09-30 | $871k | 2.0k | 430.55 |
2021-06-30 | $869k | 2.0k | 429.99 |
2021-03-31 | $802k | 2.0k | 398.01 |
2020-12-31 | $940k | 2.5k | 375.40 |
2020-09-30 | $426k | 1.3k | 336.49 |
2020-06-30 | $260k | 839 | 309.89 |
2020-03-31 | $213k | 824 | 258.50 |
2019-12-31 | $359k | 1.1k | 323.13 |
2019-09-30 | $831k | 2.8k | 298.49 |
2019-06-30 | $655k | 2.2k | 294.65 |
2019-03-31 | $892k | 3.1k | 284.53 |
2018-12-31 | $811k | 3.2k | 251.63 |
2018-09-30 | $980k | 3.3k | 292.62 |
2018-06-30 | $914k | 3.3k | 273.00 |
2018-03-31 | $1.1M | 4.2k | 265.26 |
2017-12-31 | $1.1M | 4.0k | 268.78 |
2017-09-30 | $300k | 1.2k | 252.53 |
More positions owned by Smith, Salley & Associates
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