iShares S&P 500 Index shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.6k | 669.34 |
| 2025-06-30 | $1.6M | 2.6k | 620.94 |
| 2025-03-31 | $2.0M | 3.5k | 561.84 |
| 2024-12-31 | $2.1M | 3.6k | 588.70 |
| 2024-09-30 | $2.3M | 4.0k | 576.89 |
| 2024-06-30 | $2.2M | 4.1k | 547.24 |
| 2024-03-31 | $1.9M | 3.7k | 525.67 |
| 2023-12-31 | $1.8M | 3.7k | 477.63 |
| 2023-09-30 | $1.6M | 3.7k | 429.43 |
| 2023-06-30 | $1.6M | 3.7k | 445.71 |
| 2023-03-31 | $1.5M | 3.7k | 411.08 |
| 2022-12-31 | $1.4M | 3.7k | 384.21 |
| 2022-09-30 | $1.4M | 3.8k | 358.58 |
| 2022-06-30 | $1.5M | 3.8k | 379.21 |
| 2022-03-31 | $1.7M | 3.8k | 453.64 |
| 2021-12-31 | $1.8M | 3.9k | 476.88 |
| 2021-09-30 | $1.7M | 4.0k | 430.75 |
| 2021-06-30 | $1.7M | 3.9k | 429.81 |
| 2021-03-31 | $3.9M | 9.9k | 397.78 |
| 2020-12-31 | $6.5M | 17k | 375.37 |
| 2020-09-30 | $5.7M | 17k | 336.07 |
| 2020-06-30 | $5.9M | 19k | 309.69 |
| 2020-03-31 | $4.2M | 16k | 258.40 |
| 2019-12-31 | $6.2M | 6.2k | 1000.00 |
| 2019-09-30 | $5.8M | 20k | 298.54 |
| 2019-06-30 | $6.0M | 21k | 294.74 |
| 2019-03-31 | $1.6M | 5.6k | 284.56 |
| 2018-09-30 | $4.2M | 14k | 293.01 |
| 2018-06-30 | $6.2M | 23k | 272.90 |
| 2018-03-31 | $6.1M | 23k | 270.91 |
| 2017-12-31 | $1.2M | 4.6k | 268.82 |
| 2017-06-30 | $2.4M | 9.8k | 243.06 |
More positions owned by Institute For Wealth Management
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