iShares S&P 500 Index shares owned by Measured Wealth Private Client Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Measured Wealth Private Client Group
from 13F filings
Historical chart of Measured Wealth Private Client Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Measured Wealth Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.7M | 8.2k | 576.83 |
| 2024-06-30 | $4.6M | 8.3k | 547.25 |
| 2024-03-31 | $4.6M | 8.8k | 525.71 |
| 2023-12-31 | $4.3M | 9.1k | 477.62 |
| 2023-09-30 | $3.9M | 9.1k | 429.43 |
| 2023-06-30 | $4.3M | 9.7k | 445.71 |
| 2023-03-31 | $4.2M | 10k | 411.09 |
| 2022-12-31 | $4.0M | 10k | 384.23 |
| 2022-09-30 | $3.6M | 10k | 358.60 |
| 2022-06-30 | $3.8M | 10k | 379.20 |
| 2022-03-31 | $5.7M | 13k | 453.64 |
| 2021-12-31 | $6.4M | 13k | 476.97 |
| 2021-09-30 | $5.8M | 14k | 430.78 |
| 2021-06-30 | $6.4M | 15k | 429.89 |
| 2021-03-31 | $5.9M | 15k | 397.83 |
| 2020-12-31 | $5.6M | 15k | 375.38 |
| 2020-09-30 | $5.0M | 15k | 336.03 |
| 2020-06-30 | $4.9M | 16k | 309.70 |
| 2020-03-31 | $4.2M | 16k | 258.41 |
| 2019-12-31 | $5.5M | 17k | 323.27 |
| 2019-09-30 | $5.7M | 19k | 298.54 |
| 2019-06-30 | $15M | 49k | 294.75 |
| 2019-03-31 | $15M | 52k | 284.55 |
| 2018-12-31 | $13M | 51k | 251.60 |
| 2018-09-30 | $14M | 49k | 292.73 |
| 2018-06-30 | $13M | 46k | 273.04 |
| 2017-09-30 | $11M | 42k | 252.92 |
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