iShares S&P 500 Index shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 4.3k | 576.87 |
| 2024-06-30 | $2.6M | 4.7k | 547.22 |
| 2024-03-31 | $2.5M | 4.8k | 525.72 |
| 2023-12-31 | $2.2M | 4.5k | 477.58 |
| 2023-09-30 | $2.0M | 4.6k | 429.39 |
| 2023-06-30 | $2.4M | 5.3k | 445.71 |
| 2023-03-31 | $1.9M | 4.7k | 411.09 |
| 2022-12-31 | $1.9M | 4.8k | 384.19 |
| 2022-09-30 | $2.0M | 5.4k | 358.69 |
| 2022-06-30 | $2.1M | 5.6k | 379.11 |
| 2022-03-31 | $2.7M | 5.9k | 453.71 |
| 2021-12-31 | $3.0M | 6.2k | 476.98 |
| 2021-09-30 | $2.7M | 6.4k | 430.82 |
| 2021-06-30 | $2.8M | 6.4k | 429.88 |
| 2020-12-31 | $2.3M | 6.2k | 375.34 |
| 2020-09-30 | $1.9M | 5.6k | 336.14 |
| 2020-06-30 | $1.4M | 4.5k | 309.69 |
| 2020-03-31 | $724k | 2.8k | 258.29 |
| 2019-12-31 | $1.8M | 5.6k | 323.18 |