ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Advisor OS, LLC's Holding History (CIK: 0001767580)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,097 Value ($000) $2,806 Avg Close — Range —
Q3 2025
Shares 4,438 Value ($000) $2,971 Avg Close — Range —
Q2 2025
Shares 4,327 Value ($000) $2,687 Avg Close — Range —
Q1 2025
Shares 3,597 Value ($000) $2,021 Avg Close — Range —
Q4 2024
Shares 3,517 Value ($000) $2,070 Avg Close — Range —
Q3 2024
Shares 2,951 Value ($000) $1,702 Avg Close — Range —
Q2 2024
Shares 3,012 Value ($000) $1,648 Avg Close — Range —
Q1 2024
Shares 2,940 Value ($000) $1,545 Avg Close — Range —
Q4 2023
Shares 2,985 Value ($000) $1,426 Avg Close — Range —
Q3 2023
Shares 2,651 Value ($000) $1,139 Avg Close — Range —
Q2 2023
Shares 2,630 Value ($000) $1,172 Avg Close — Range —
Q1 2023
Shares 1,205 Value ($000) $495 Avg Close — Range —
Q4 2022
Shares 1,113 Value ($000) $427 Avg Close — Range —
Q3 2022
Shares 1,054 Value ($000) $378 Avg Close — Range —
Q2 2022
Shares 1,049 Value ($000) $398 Avg Close — Range —
Q1 2022
Shares 1,046 Value ($000) $475 Avg Close — Range —
Q4 2021
Shares 3,704 Value ($000) $1,767 Avg Close — Range —