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iShares S&P 500 Index shares owned by Hennion & Walsh Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Hennion & Walsh Asset Management from 13F filings

Historical chart of Hennion & Walsh Asset 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 Hennion & Walsh Asset Management 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 Hennion & Walsh Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $34M 64k 525.73
2023-12-31 $30M 62k 477.63
2023-09-30 $27M 63k 429.43
2023-06-30 $28M 62k 445.70
2023-03-31 $39M 96k 411.08
2022-12-31 $48M 124k 384.21
2022-09-30 $38M 105k 358.65
2022-06-30 $24M 64k 379.15
2022-03-31 $29M 64k 453.69
2021-12-31 $28M 60k 476.99
2021-09-30 $25M 59k 430.82
2021-06-30 $25M 58k 429.93
2021-03-31 $23M 57k 397.82