iShares S&P 500 Index shares owned by Fmb Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fmb Wealth Management
from 13F filings
Historical chart of Fmb Wealth Management 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 Fmb Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Fmb Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 2.1k | 576.82 |
2024-06-30 | $1.2M | 2.1k | 547.23 |
2024-03-31 | $1.1M | 2.1k | 525.73 |
2023-12-31 | $1.0M | 2.1k | 477.63 |
2023-09-30 | $903k | 2.1k | 429.43 |
2023-06-30 | $937k | 2.1k | 445.71 |
2023-03-31 | $865k | 2.1k | 411.08 |