iShares S&P 500 Index shares owned by Provence Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Provence Wealth Management Group
from 13F filings
Historical chart of Provence Wealth Management Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Provence Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14M | 29k | 477.63 |
| 2023-09-30 | $14M | 32k | 429.42 |
| 2023-06-30 | $15M | 33k | 445.71 |
| 2023-03-31 | $15M | 37k | 411.07 |
| 2022-12-31 | $16M | 43k | 384.21 |
| 2022-09-30 | $16M | 44k | 358.65 |
| 2022-06-30 | $15M | 39k | 379.16 |
| 2022-03-31 | $17M | 37k | 453.69 |
| 2021-12-31 | $10M | 22k | 477.00 |
More positions owned by Provence Wealth Management Group
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