iShares S&P 500 Index shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $7.7M | 14k | 547.24 |
| 2024-03-31 | $8.4M | 16k | 525.73 |
| 2023-12-31 | $7.0M | 15k | 477.64 |
| 2022-12-31 | $22M | 56k | 384.21 |
| 2022-09-30 | $9.3M | 26k | 358.65 |
| 2022-06-30 | $8.9M | 23k | 379.15 |
| 2022-03-31 | $11M | 24k | 453.68 |
| 2021-09-30 | $7.7M | 18k | 430.85 |
| 2021-06-30 | $5.9M | 14k | 429.95 |
| 2021-03-31 | $2.8M | 7.0k | 397.81 |
More positions owned by Heritage Wealth Management
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