iShares S&P 500 Index shares owned by Meridian Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Meridian Financial Partners
from 13F filings
Historical chart of Meridian Financial Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Meridian Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 11k | 676.42 |
| 2025-06-30 | $6.9M | 11k | 620.90 |
| 2025-03-31 | $6.4M | 11k | 561.87 |
| 2024-12-31 | $6.9M | 12k | 588.66 |
| 2024-09-30 | $6.8M | 12k | 576.86 |
| 2024-06-30 | $5.9M | 11k | 555.57 |
| 2023-06-30 | $4.8M | 11k | 454.63 |
| 2022-06-30 | $4.5M | 11k | 403.06 |
| 2021-12-31 | $4.5M | 9.8k | 453.71 |
| 2021-09-30 | $4.3M | 9.9k | 436.76 |
| 2021-06-30 | $3.8M | 8.7k | 433.01 |
| 2021-03-31 | $3.7M | 9.0k | 413.85 |
| 2020-12-31 | $3.6M | 9.4k | 385.29 |
| 2020-09-30 | $3.3M | 9.8k | 340.60 |
| 2020-06-30 | $3.5M | 11k | 320.20 |
| 2020-03-31 | $3.5M | 12k | 287.57 |
| 2019-12-31 | $4.0M | 12k | 325.88 |
| 2019-09-30 | $3.6M | 13k | 289.61 |
| 2019-06-30 | $4.0M | 13k | 300.13 |
| 2019-03-31 | $4.3M | 15k | 291.37 |
| 2018-12-31 | $4.0M | 16k | 251.60 |
More positions owned by Meridian Financial Partners
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