iShares S&P 500 Index shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $167M | 350k | 477.63 |
| 2023-09-30 | $144M | 336k | 429.43 |
| 2023-06-30 | $142M | 319k | 445.71 |
| 2023-03-31 | $121M | 295k | 411.08 |
| 2022-12-31 | $102M | 265k | 384.21 |
| 2022-09-30 | $99M | 275k | 358.65 |
| 2022-06-30 | $85M | 223k | 379.15 |
| 2022-03-31 | $67M | 148k | 453.69 |
| 2021-12-31 | $69M | 145k | 476.99 |
| 2021-09-30 | $64M | 148k | 430.82 |
| 2021-06-30 | $66M | 153k | 429.92 |
| 2021-03-31 | $61M | 154k | 397.82 |
| 2020-12-31 | $59M | 158k | 375.39 |
| 2020-09-30 | $55M | 164k | 336.06 |
| 2020-06-30 | $58M | 188k | 309.69 |
| 2020-03-31 | $53M | 205k | 258.40 |
| 2019-12-31 | $39M | 121k | 323.24 |
More positions owned by Aurum Wealth Management Group
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