iShares S&P 500 Index shares owned by Procyon Private Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Procyon Private Wealth Partners
from 13F filings
Historical chart of Procyon Private Wealth Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Procyon Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 5.1k | 525.68 |
| 2023-12-31 | $2.4M | 5.1k | 477.65 |
| 2023-09-30 | $2.3M | 5.4k | 429.42 |
| 2023-06-30 | $2.4M | 5.4k | 445.70 |
| 2023-03-31 | $3.3M | 8.0k | 411.08 |
| 2022-12-31 | $2.7M | 7.0k | 384.22 |
| 2022-09-30 | $1.9M | 5.3k | 358.69 |
| 2022-06-30 | $2.0M | 5.4k | 379.09 |
| 2022-03-31 | $1.4M | 3.1k | 453.62 |
| 2021-12-31 | $1.3M | 2.7k | 477.14 |
| 2021-09-30 | $1.1M | 2.6k | 430.68 |
| 2021-06-30 | $863k | 2.0k | 430.21 |
| 2021-03-31 | $695k | 1.7k | 398.05 |
| 2020-12-31 | $664k | 1.8k | 375.35 |
| 2020-09-30 | $575k | 1.7k | 335.86 |
| 2020-06-30 | $540k | 1.7k | 309.81 |
| 2020-03-31 | $491k | 1.9k | 258.42 |
| 2019-12-31 | $354k | 1.1k | 323.29 |
More positions owned by Procyon Private Wealth Partners
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