iShares S&P 500 Index shares owned by Atlas Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Atlas Private Wealth Management
from 13F filings
Historical chart of Atlas Private Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Atlas Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.5M | 8.5k | 525.75 |
| 2023-12-31 | $4.0M | 8.4k | 477.64 |
| 2023-09-30 | $2.9M | 6.6k | 429.43 |
| 2023-06-30 | $3.1M | 6.9k | 445.71 |
| 2023-03-31 | $2.3M | 5.5k | 411.05 |
| 2022-12-31 | $2.0M | 5.2k | 384.20 |
| 2022-09-30 | $1.9M | 5.3k | 358.73 |
| 2022-06-30 | $2.0M | 5.2k | 379.20 |
| 2022-03-31 | $2.3M | 5.1k | 453.66 |
| 2021-12-31 | $2.4M | 5.0k | 476.93 |
| 2021-09-30 | $2.4M | 5.6k | 430.71 |
| 2021-06-30 | $2.3M | 5.3k | 429.87 |
| 2021-03-31 | $2.0M | 5.0k | 397.74 |
| 2020-12-31 | $1.6M | 4.3k | 375.38 |
| 2020-09-30 | $1.1M | 3.4k | 335.91 |
| 2020-06-30 | $1.0M | 3.4k | 309.82 |
| 2020-03-31 | $915k | 3.5k | 258.40 |
| 2019-12-31 | $1.2M | 3.7k | 323.23 |
More positions owned by Atlas Private Wealth Management
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