iShares S&P 500 Index shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Heritage Wealth Partners 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 Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 13k | 576.81 |
| 2024-06-30 | $9.0M | 17k | 547.24 |
| 2024-03-31 | $8.7M | 18k | 477.64 |
| 2023-12-31 | $8.7M | 18k | 477.64 |
| 2023-09-30 | $8.8M | 20k | 429.44 |
| 2023-06-30 | $9.4M | 21k | 445.72 |
| 2023-03-31 | $1.0M | 2.5k | 411.08 |
| 2022-12-31 | $8.0M | 20k | 396.34 |