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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Meridian Financial Partners 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 Meridian Financial Partners

Quarter filed Position value Share count Share price at filing
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