S&p Global shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in S&p Global by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $721k | 1.7k | 425.46 |
| 2023-12-31 | $517k | 1.2k | 440.52 |
| 2023-09-30 | $423k | 1.2k | 365.41 |
| 2023-06-30 | $464k | 1.2k | 400.89 |
| 2023-03-31 | $409k | 1.2k | 344.77 |
| 2022-12-31 | $388k | 1.2k | 334.94 |
| 2022-09-30 | $314k | 1.0k | 305.15 |
| 2022-06-30 | $347k | 1.0k | 337.22 |
| 2022-03-31 | $422k | 1.0k | 410.11 |
| 2021-12-31 | $447k | 947 | 472.02 |
| 2021-09-30 | $419k | 985 | 425.38 |
| 2021-06-30 | $330k | 803 | 410.96 |
| 2021-03-31 | $253k | 716 | 353.35 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management