iShares S&P 500 Index shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by HighMark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $57M | 109k | 524.05 |
| 2023-12-31 | $54M | 113k | 477.50 |
| 2023-09-30 | $49M | 114k | 429.41 |
| 2023-06-30 | $51M | 115k | 445.71 |
| 2023-03-31 | $47M | 113k | 411.89 |
| 2022-12-31 | $44M | 114k | 384.01 |
| 2022-09-30 | $43M | 120k | 358.21 |
| 2022-06-30 | $42M | 111k | 379.15 |
| 2022-03-31 | $55M | 121k | 453.74 |
| 2021-12-31 | $50M | 105k | 477.11 |
| 2021-09-30 | $43M | 101k | 430.84 |
| 2021-06-30 | $43M | 101k | 429.91 |
| 2021-03-31 | $42M | 104k | 397.96 |
| 2020-12-31 | $38M | 101k | 375.30 |
| 2020-09-30 | $34M | 101k | 336.06 |
| 2020-06-30 | $31M | 101k | 309.57 |
| 2020-03-31 | $26M | 100k | 258.29 |
| 2019-12-31 | $34M | 106k | 323.24 |
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