iShares S&P 500 Index shares owned by Flagship Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Flagship Private Wealth
from 13F filings
Historical chart of Flagship Private Wealth 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 Flagship Private Wealth 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 Flagship Private Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $17M | 33k | 525.73 |
2023-12-31 | $10M | 21k | 477.62 |
2023-09-30 | $9.5M | 22k | 429.42 |
2023-06-30 | $10M | 22k | 445.70 |
2023-03-31 | $9.7M | 24k | 411.07 |
2022-12-31 | $9.7M | 25k | 384.21 |
2022-09-30 | $9.1M | 26k | 358.66 |
2022-06-30 | $9.9M | 26k | 379.14 |
2022-03-31 | $12M | 27k | 453.70 |
2021-12-31 | $14M | 29k | 476.98 |
2021-09-30 | $13M | 30k | 430.82 |
2021-06-30 | $13B | 13M | 1000.00 |
2021-03-31 | $12M | 31k | 407.86 |
2020-12-31 | $12M | 31k | 375.87 |