iShares S&P 500 Index shares owned by Meridian Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Meridian Wealth Partners
from 13F filings
Historical chart of Meridian Wealth 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 Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Meridian Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 7.2k | 669.31 |
| 2025-06-30 | $5.0M | 8.0k | 620.90 |
| 2025-03-31 | $4.6M | 8.2k | 561.90 |
| 2024-12-31 | $5.1M | 8.7k | 588.67 |
| 2024-09-30 | $5.2M | 9.1k | 576.81 |
| 2024-06-30 | $5.2M | 9.5k | 547.21 |
| 2024-03-31 | $5.2M | 9.8k | 525.72 |
| 2023-09-30 | $4.1M | 9.6k | 429.42 |
| 2023-06-30 | $4.2M | 9.5k | 445.70 |
| 2023-03-31 | $3.9M | 9.4k | 411.09 |
| 2022-12-31 | $3.5M | 9.2k | 384.20 |
| 2022-09-30 | $3.1M | 8.8k | 358.69 |
| 2022-06-30 | $3.3M | 8.8k | 379.10 |
| 2022-03-31 | $4.0M | 8.7k | 453.67 |
| 2021-12-31 | $4.1M | 8.6k | 477.01 |
| 2021-09-30 | $3.7M | 8.5k | 430.84 |
| 2021-06-30 | $3.6M | 8.5k | 429.92 |
| 2021-03-31 | $3.1M | 7.9k | 397.89 |
| 2020-12-31 | $2.9M | 7.6k | 375.38 |
| 2020-09-30 | $2.3M | 6.9k | 336.12 |
| 2020-06-30 | $2.0M | 6.5k | 309.64 |
| 2020-03-31 | $1.6M | 6.3k | 258.43 |
| 2019-12-31 | $475k | 1.5k | 323.35 |