iShares S&P 500 Index shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Meridian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $27M | 47k | 576.82 |
| 2024-03-31 | $18M | 33k | 525.74 |
| 2023-12-31 | $14M | 30k | 477.62 |
| 2023-09-30 | $24M | 55k | 429.45 |
| 2023-06-30 | $6.6M | 15k | 445.71 |
| 2023-03-31 | $6.0M | 15k | 411.07 |
| 2022-12-31 | $5.5M | 14k | 384.22 |
| 2022-09-30 | $5.5M | 15k | 358.68 |
| 2022-06-30 | $6.1M | 16k | 379.17 |
| 2022-03-31 | $5.8M | 13k | 453.65 |
| 2021-12-31 | $5.9M | 12k | 476.98 |
| 2021-09-30 | $813k | 1.9k | 431.30 |
| 2021-06-30 | $675k | 1.6k | 429.39 |
| 2021-03-31 | $590k | 1.5k | 397.84 |
| 2020-12-31 | $543k | 1.4k | 375.26 |
| 2020-09-30 | $775k | 2.3k | 335.64 |
| 2020-06-30 | $501k | 1.6k | 309.26 |
| 2020-03-31 | $408k | 1.6k | 258.06 |
| 2019-12-31 | $410k | 1.3k | 322.58 |
| 2019-09-30 | $383k | 1.3k | 298.29 |
| 2019-06-30 | $4.3M | 1.5k | 2948.02 |
| 2019-03-31 | $4.9M | 1.7k | 2842.59 |
| 2018-12-31 | $305k | 1.2k | 251.44 |
| 2018-09-30 | $426k | 1.5k | 292.98 |
| 2018-06-30 | $372k | 1.4k | 273.33 |
| 2018-03-31 | $340k | 1.3k | 265.00 |
| 2017-12-31 | $389k | 1.5k | 263.91 |
| 2017-09-30 | $373k | 1.5k | 253.74 |
| 2017-06-30 | $357k | 1.5k | 243.69 |
| 2017-03-31 | $248k | 1.0k | 237.32 |
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