iShares S&P 500 Index shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.8M | 19k | 525.74 |
| 2023-12-31 | $6.9M | 15k | 477.64 |
| 2023-09-30 | $3.1M | 7.2k | 429.43 |
| 2023-06-30 | $308k | 691 | 445.71 |
| 2023-03-31 | $275k | 670 | 411.08 |
| 2022-12-31 | $273k | 711 | 384.21 |