iShares S&P 500 Index shares owned by Heritage Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services 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 Heritage Financial Services 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 Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 2.9k | 576.82 |
| 2024-06-30 | $1.6M | 2.8k | 547.23 |
| 2024-03-31 | $1.5M | 2.8k | 525.73 |
| 2023-12-31 | $1.2M | 2.6k | 477.63 |
| 2023-09-30 | $963k | 2.2k | 429.48 |
| 2023-06-30 | $990k | 2.2k | 445.71 |
| 2023-03-31 | $928k | 2.3k | 411.08 |
| 2022-12-31 | $1.3M | 3.3k | 384.21 |
| 2022-09-30 | $828k | 2.3k | 358.60 |
| 2022-06-30 | $933k | 2.5k | 378.81 |
| 2022-03-31 | $1.0M | 2.3k | 453.62 |
| 2021-12-31 | $1.2M | 2.6k | 476.94 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services