iShares S&P 500 Index shares owned by Aspire Wealth Management Corp
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aspire Wealth Management Corp
from 13F filings
Historical chart of Aspire Wealth Management Corp investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Aspire Wealth Management Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $329k | 570 | 576.82 |
| 2024-06-30 | $323k | 591 | 547.23 |
| 2024-03-31 | $255k | 484 | 525.73 |
| 2023-12-31 | $170k | 355 | 477.63 |
| 2023-09-30 | $152k | 355 | 429.43 |
| 2023-06-30 | $158k | 355 | 445.71 |
| 2023-03-31 | $146k | 355 | 411.08 |
| 2022-12-31 | $10k | 27 | 384.22 |
| 2022-09-30 | $10k | 27 | 370.37 |
| 2022-06-30 | $718k | 1.9k | 378.89 |
| 2022-03-31 | $21k | 47 | 446.81 |
| 2021-12-31 | $1.1M | 2.2k | 476.85 |
More positions owned by Aspire Wealth Management Corp
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