iShares S&P 500 Index shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 3.1k | 576.89 |
| 2024-06-30 | $1.7M | 3.1k | 547.26 |
| 2024-03-31 | $1.6M | 3.1k | 525.74 |
| 2023-12-31 | $1.5M | 3.1k | 477.56 |
| 2023-09-30 | $1.3M | 3.1k | 429.45 |
| 2023-06-30 | $1.7M | 3.9k | 445.74 |
| 2023-03-31 | $1.7M | 4.2k | 411.05 |
| 2022-12-31 | $2.1M | 5.4k | 384.22 |
| 2022-09-30 | $1.9M | 5.2k | 358.62 |
| 2022-06-30 | $2.6M | 6.9k | 379.21 |
| 2022-03-31 | $3.2M | 7.0k | 453.74 |
| 2021-12-31 | $3.5M | 7.3k | 476.99 |