iShares S&P 500 Index shares owned by Meridian Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Meridian Financial
from 13F filings
Historical chart of Meridian Financial 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 Meridian Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Meridian Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $8.9M | 16k | 576.83 |
2024-06-30 | $8.7M | 16k | 547.25 |
2024-03-31 | $8.0M | 15k | 525.73 |
2023-12-31 | $7.4M | 15k | 477.64 |
2023-09-30 | $6.5M | 15k | 429.44 |
2023-06-30 | $6.7M | 15k | 445.72 |
2023-03-31 | $6.2M | 15k | 411.09 |
2022-12-31 | $5.8M | 15k | 384.22 |
2022-09-30 | $5.4M | 15k | 358.67 |
2022-06-30 | $5.7M | 15k | 379.15 |
2022-03-31 | $6.6M | 15k | 453.68 |
2021-12-31 | $6.9M | 15k | 477.00 |