iShares S&P 500 Index shares owned by Ferguson Wellman Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ferguson Wellman Capital Management
from 13F filings
Historical chart of Ferguson Wellman Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Ferguson Wellman Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $85M | 148k | 576.82 |
| 2024-06-30 | $94M | 172k | 547.23 |
| 2024-03-31 | $90M | 172k | 525.73 |
| 2023-12-31 | $80M | 167k | 477.63 |
| 2023-09-30 | $70M | 162k | 429.43 |
| 2023-06-30 | $69M | 154k | 445.71 |
| 2023-03-31 | $62M | 152k | 411.08 |
| 2022-12-31 | $60M | 155k | 384.21 |
| 2022-09-30 | $53M | 148k | 358.65 |
| 2022-06-30 | $53M | 140k | 379.15 |
| 2022-03-31 | $63M | 139k | 453.69 |
| 2021-12-31 | $65M | 137k | 476.99 |
| 2021-09-30 | $60M | 138k | 430.82 |
| 2021-06-30 | $58M | 134k | 429.92 |
| 2021-03-31 | $53M | 133k | 397.82 |
| 2020-12-31 | $47M | 125k | 375.39 |
| 2020-09-30 | $42M | 124k | 336.06 |
| 2020-06-30 | $37M | 119k | 309.69 |
| 2020-03-31 | $31M | 121k | 258.40 |
| 2019-12-31 | $43M | 133k | 323.24 |
| 2019-09-30 | $40M | 134k | 298.52 |
| 2019-06-30 | $41M | 138k | 294.75 |
| 2019-03-31 | $40M | 141k | 284.08 |
| 2018-12-31 | $36M | 142k | 251.96 |
| 2018-09-30 | $45M | 152k | 292.84 |
| 2018-06-30 | $44M | 162k | 273.15 |
| 2018-03-31 | $43M | 163k | 265.32 |
| 2017-12-31 | $44M | 164k | 268.69 |
| 2017-09-30 | $43M | 172k | 253.06 |
| 2017-06-30 | $43M | 176k | 243.62 |
| 2017-03-31 | $42M | 178k | 237.27 |
| 2016-12-31 | $41M | 181k | 224.99 |
| 2016-09-30 | $41M | 186k | 217.56 |
| 2016-06-30 | $37M | 176k | 210.50 |
| 2016-03-31 | $37M | 179k | 206.65 |
| 2015-12-31 | $38M | 185k | 204.87 |
| 2015-09-30 | $37M | 193k | 192.71 |
| 2015-06-30 | $40M | 192k | 207.22 |
| 2015-03-31 | $41M | 199k | 207.83 |
| 2014-12-31 | $47M | 228k | 206.87 |
| 2014-09-30 | $43M | 219k | 198.26 |
| 2014-06-30 | $43M | 219k | 197.19 |
| 2014-03-31 | $38M | 201k | 187.96 |
| 2013-12-31 | $36M | 196k | 185.45 |
| 2013-09-30 | $32M | 190k | 168.90 |
| 2013-06-30 | $29M | 182k | 160.88 |
| 2013-03-31 | $28M | 181k | 157.36 |
| 2012-12-31 | $24M | 168k | 143.14 |
| 2012-09-30 | $23M | 156k | 144.40 |
| 2012-06-30 | $21M | 151k | 136.75 |
| 2012-03-31 | $20M | 138k | 141.21 |
| 2011-12-31 | $17M | 136k | 125.96 |
| 2011-09-30 | $15M | 136k | 113.69 |
| 2011-06-30 | $18M | 138k | 132.42 |
| 2011-03-31 | $18M | 134k | 133.01 |
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