iShares S&P 500 Index shares owned by PFG Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by PFG Private Wealth Management
from 13F filings
Historical chart of PFG Private Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by PFG Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by PFG Private Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $22M | 37k | 576.81 |
2024-06-30 | $29M | 53k | 547.23 |
2024-03-31 | $28M | 53k | 525.73 |
2023-12-31 | $26M | 54k | 477.63 |
2023-09-30 | $11M | 26k | 429.43 |
2023-06-30 | $11M | 25k | 445.72 |
2023-03-31 | $9.7M | 24k | 411.08 |
2022-12-31 | $16M | 42k | 384.21 |
2022-09-30 | $14M | 40k | 358.65 |
2022-06-30 | $7.7M | 20k | 379.18 |
2022-03-31 | $9.0M | 20k | 453.70 |
2021-12-31 | $18M | 38k | 476.99 |
2021-09-30 | $18M | 42k | 430.83 |
2021-06-30 | $17M | 40k | 429.92 |
2021-03-31 | $2.0M | 4.9k | 397.77 |
2020-12-31 | $461k | 1.2k | 375.10 |
2020-09-30 | $409k | 1.2k | 335.80 |
2020-06-30 | $377k | 1.2k | 309.52 |
2020-03-31 | $315k | 1.2k | 258.62 |
2019-12-31 | $4.1M | 13k | 323.25 |
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