iShares S&P 500 Index shares owned by Meridian Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Meridian Wealth Advisors
from 13F filings
Historical chart of Meridian Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Meridian Wealth Advisors 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 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $43M | 90k | 477.63 |
| 2023-09-30 | $40M | 93k | 429.43 |
| 2023-06-30 | $41M | 93k | 445.71 |
| 2023-03-31 | $39M | 94k | 411.08 |
| 2022-12-31 | $36M | 94k | 384.21 |
| 2022-09-30 | $31M | 86k | 358.66 |
| 2022-06-30 | $35M | 91k | 379.16 |
| 2022-03-31 | $31M | 68k | 453.69 |
| 2021-12-31 | $32M | 66k | 477.00 |
| 2021-09-30 | $27M | 63k | 430.81 |
| 2021-06-30 | $26M | 61k | 429.92 |
| 2021-03-31 | $24M | 60k | 397.81 |
| 2020-12-31 | $475k | 1.5k | 323.35 |
| 2020-09-30 | $19M | 58k | 336.06 |
| 2020-06-30 | $17M | 56k | 309.69 |
| 2020-03-31 | $12M | 46k | 258.41 |
| 2019-12-31 | $7.0M | 22k | 323.23 |
| 2019-09-30 | $6.2M | 21k | 298.53 |
| 2018-12-31 | $18k | 70 | 257.14 |