iShares S&P 500 Index shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.7M | 13k | 576.81 |
| 2024-06-30 | $7.8M | 14k | 547.24 |
| 2024-03-31 | $7.2M | 14k | 525.73 |
| 2023-12-31 | $6.7M | 14k | 477.61 |
| 2023-09-30 | $2.9M | 6.8k | 429.43 |
| 2023-06-30 | $2.8M | 6.3k | 445.71 |
| 2023-03-31 | $2.7M | 6.5k | 411.08 |
| 2022-12-31 | $2.4M | 6.3k | 384.21 |
| 2022-09-30 | $976k | 2.7k | 358.56 |
| 2022-06-30 | $1.2M | 2.8k | 422.03 |
| 2022-03-31 | $1.0M | 2.3k | 453.37 |
| 2021-12-31 | $1.1M | 2.2k | 476.87 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services