iShares S&P 500 Index shares owned by Keebeck Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Keebeck Wealth Management
from 13F filings
Historical chart of Keebeck Wealth Management investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Keebeck Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Keebeck Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $63M | 115k | 547.23 |
| 2024-03-31 | $65M | 123k | 525.73 |
| 2023-12-31 | $59M | 124k | 477.63 |
| 2023-09-30 | $44M | 101k | 431.42 |
| 2023-06-30 | $39M | 86k | 445.71 |
| 2023-03-31 | $24M | 58k | 411.08 |
| 2022-12-31 | $22M | 56k | 384.21 |
| 2022-09-30 | $16M | 44k | 358.65 |
| 2022-06-30 | $15M | 38k | 379.15 |
| 2022-03-31 | $17M | 37k | 453.68 |
| 2021-12-31 | $11M | 22k | 476.98 |
| 2021-09-30 | $8.7M | 20k | 430.81 |
| 2021-06-30 | $11M | 25k | 429.94 |
| 2021-03-31 | $8.4M | 21k | 397.89 |
| 2020-12-31 | $6.1M | 16k | 375.37 |
| 2020-09-30 | $2.1M | 6.3k | 335.98 |
| 2020-06-30 | $2.1M | 6.9k | 309.58 |
| 2020-03-31 | $286k | 1.1k | 257.66 |
| 2019-12-31 | $26k | 83 | 313.25 |