iShares S&P 500 Index shares owned by Glassman Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Glassman Wealth Services
from 13F filings
Historical chart of Glassman Wealth Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Glassman Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.9M | 9.3k | 525.75 |
| 2023-12-31 | $4.4M | 9.3k | 477.63 |
| 2023-09-30 | $4.0M | 9.3k | 429.45 |
| 2023-06-30 | $3.6M | 8.1k | 445.72 |
| 2023-03-31 | $3.7M | 9.1k | 411.07 |
| 2022-12-31 | $3.8M | 10k | 384.21 |
| 2022-09-30 | $3.6M | 10k | 358.65 |
| 2022-06-30 | $3.7M | 9.7k | 379.11 |
| 2022-03-31 | $4.3M | 9.6k | 453.66 |
| 2021-12-31 | $3.7M | 7.7k | 477.03 |
| 2021-09-30 | $3.0M | 7.0k | 430.78 |
| 2021-06-30 | $3.0M | 7.0k | 429.92 |
| 2021-03-31 | $2.0M | 5.1k | 397.75 |
| 2020-12-31 | $1.4M | 3.6k | 375.31 |
| 2020-09-30 | $1.2M | 3.6k | 335.99 |
| 2020-06-30 | $695k | 2.2k | 309.58 |
| 2020-03-31 | $577k | 2.2k | 258.40 |
| 2019-12-31 | $252k | 780 | 323.08 |
| 2019-09-30 | $233k | 780 | 298.72 |
| 2019-06-30 | $230k | 780 | 294.87 |
| 2019-03-31 | $253k | 889 | 284.59 |
| 2018-12-31 | $224k | 889 | 251.97 |
| 2018-09-30 | $326k | 1.1k | 292.38 |
| 2018-06-30 | $304k | 1.1k | 272.65 |
| 2018-03-31 | $296k | 1.1k | 265.47 |
| 2017-12-31 | $328k | 1.2k | 268.63 |
| 2017-09-30 | $339k | 1.3k | 252.80 |
| 2017-06-30 | $351k | 1.4k | 243.58 |
| 2017-03-31 | $205k | 863 | 237.54 |
| 2016-12-31 | $182k | 808 | 225.25 |
| 2016-09-30 | $176k | 808 | 217.82 |
| 2016-06-30 | $139k | 659 | 210.93 |
| 2016-03-31 | $136k | 659 | 206.37 |
| 2015-12-31 | $135k | 659 | 204.86 |
| 2015-09-30 | $127k | 659 | 192.72 |
| 2015-06-30 | $23k | 109 | 207.22 |
| 2015-03-31 | $23k | 109 | 211.01 |
| 2014-12-31 | $23k | 109 | 211.01 |