iShares S&P 500 Index shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $6.1M | 11k | 548.41 |
2024-03-31 | $5.9M | 11k | 525.73 |
2023-12-31 | $5.4M | 11k | 477.63 |
2023-09-30 | $4.9M | 11k | 431.37 |
2023-06-30 | $5.0M | 11k | 445.71 |
2023-03-31 | $4.6M | 11k | 411.08 |
2022-12-31 | $4.5M | 12k | 384.21 |
2022-09-30 | $4.2M | 12k | 358.62 |
2022-06-30 | $4.5M | 12k | 379.13 |
2022-03-31 | $5.4M | 12k | 453.65 |
2021-12-31 | $5.6M | 12k | 477.03 |
2021-09-30 | $5.1M | 12k | 430.81 |
2021-06-30 | $5.6M | 13k | 429.91 |
2021-03-31 | $5.2M | 13k | 397.80 |
2020-12-31 | $4.5M | 12k | 375.36 |
2020-09-30 | $3.7M | 11k | 336.05 |
2020-06-30 | $3.2M | 10k | 309.70 |
2020-03-31 | $2.7M | 10k | 258.38 |
2019-12-31 | $3.5M | 11k | 323.27 |
2019-09-30 | $3.2M | 11k | 304.95 |
2019-06-30 | $2.9M | 10k | 294.76 |
2019-03-31 | $2.8M | 10k | 284.57 |
2018-12-31 | $2.5M | 9.8k | 251.61 |
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