iShares S&P 500 Index shares owned by Horst & Graben Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Horst & Graben Wealth Management
from 13F filings
Historical chart of Horst & Graben Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Horst & Graben Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.1M | 13k | 525.74 |
| 2023-12-31 | $5.3M | 11k | 477.63 |
| 2023-09-30 | $801k | 1.9k | 429.53 |
| 2023-06-30 | $831k | 1.9k | 445.82 |
| 2023-03-31 | $615k | 1.5k | 411.10 |
| 2022-12-31 | $583k | 1.5k | 384.31 |
| 2022-09-30 | $539k | 1.5k | 358.85 |
| 2022-06-30 | $544k | 1.4k | 379.36 |
| 2022-03-31 | $545k | 1.2k | 453.79 |
| 2021-12-31 | $305k | 640 | 476.56 |
| 2021-09-30 | $206k | 479 | 430.06 |
| 2021-06-30 | $215k | 500 | 430.00 |
| 2021-03-31 | $210k | 527 | 398.48 |
| 2020-09-30 | $228k | 678 | 336.28 |
More positions owned by Horst & Graben Wealth Management
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