iShares S&P 500 Index shares owned by Legacy Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Legacy Wealth Management
from 13F filings
Historical chart of Legacy Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Legacy Wealth Management 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 Legacy Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $291M | 504k | 576.82 |
| 2024-06-30 | $271M | 495k | 547.23 |
| 2024-03-31 | $256M | 487k | 525.73 |
| 2023-12-31 | $659k | 1.4k | 477.47 |
| 2023-09-30 | $567k | 1.3k | 429.42 |
| 2023-06-30 | $589k | 1.3k | 445.70 |
| 2023-03-31 | $543k | 1.3k | 411.20 |
| 2022-12-31 | $433k | 1.1k | 384.09 |
| 2022-09-30 | $458k | 1.3k | 358.93 |
| 2022-06-30 | $483k | 1.3k | 378.82 |
| 2022-03-31 | $677k | 1.5k | 453.45 |
| 2021-12-31 | $712k | 1.5k | 476.89 |
| 2021-09-30 | $580k | 1.3k | 430.91 |
| 2021-06-30 | $534k | 1.2k | 430.30 |
| 2021-03-31 | $415k | 1.0k | 397.89 |
| 2019-12-31 | $269k | 832 | 323.32 |
| 2016-12-31 | $58k | 257 | 224.61 |