iShares S&P 500 Index shares owned by Global Wealth Strategies & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Global Wealth Strategies & Associates
from 13F filings
Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $525k | 910 | 576.82 |
| 2024-06-30 | $194k | 354 | 547.23 |
| 2024-03-31 | $166k | 316 | 525.73 |
| 2023-12-31 | $158k | 330 | 477.63 |
| 2023-09-30 | $142k | 330 | 429.43 |
| 2023-06-30 | $147k | 330 | 445.71 |
| 2023-03-31 | $136k | 330 | 411.08 |
| 2022-12-31 | $105k | 273 | 384.21 |
More positions owned by Global Wealth Strategies & Associates
View all positions for Global Wealth Strategies & Associates