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iShares S&P 500 Index shares owned by G. W. Henssler & Associates

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by G. W. Henssler & Associates from 13F filings

Historical chart of G. W. Henssler & Associates investment in iShares S&P 500 Index

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All positions including iShares S&P 500 Index held by G. W. Henssler & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by G. W. Henssler & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 3.1k 477.63
2023-09-30 $1.1M 2.6k 429.43
2023-06-30 $1.2M 2.6k 445.71
2023-03-31 $1.2M 2.8k 411.08
2022-12-31 $1.0M 2.7k 384.21
2022-09-30 $848k 2.4k 358.71
2022-06-30 $893k 2.4k 379.03
2022-03-31 $1.1M 2.4k 453.74
2021-12-31 $1.2M 2.5k 476.81
2021-06-30 $1.0M 2.4k 429.74
2021-03-31 $969k 2.4k 397.62
2020-12-31 $1.1M 2.8k 375.44
2020-09-30 $944k 2.8k 336.06
2020-06-30 $808k 2.6k 309.70
2020-03-31 $627k 2.4k 258.24
2019-12-31 $732k 2.3k 323.32
2019-09-30 $692k 2.3k 298.40
2019-06-30 $684k 2.3k 294.95
2019-03-31 $688k 2.4k 284.53
2018-12-31 $627k 2.5k 251.61
2018-09-30 $712k 2.4k 292.88
2018-06-30 $664k 2.4k 273.14
2018-03-31 $645k 2.4k 265.32
2017-12-31 $654k 2.4k 269.03
2017-09-30 $627k 2.5k 252.82
2017-06-30 $601k 2.5k 243.42
2017-03-31 $590k 2.5k 237.23
2016-12-31 $263k 1.2k 224.98
2016-09-30 $232k 1.1k 217.23
2016-06-30 $294k 1.4k 210.75
2016-03-31 $203k 984 206.30
2015-12-31 $259k 1.3k 204.42
2015-09-30 $254k 1.3k 192.86
2015-06-30 $271k 1.3k 207.50
2015-03-31 $593k 2.9k 207.92
2014-12-31 $578k 2.8k 206.72