iShares S&P 500 Index shares owned by Safeguard Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Safeguard Financial
from 13F filings
Historical chart of Safeguard Financial 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 Safeguard Financial 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 Safeguard Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $531k | 1.0k | 525.75 |
| 2023-12-31 | $320k | 670 | 477.66 |
| 2023-09-30 | $488k | 1.1k | 429.44 |
| 2023-06-30 | $328k | 737 | 445.05 |
| 2023-03-31 | $294k | 715 | 411.19 |
| 2022-12-31 | $357k | 928 | 384.70 |
| 2022-06-30 | $227k | 599 | 378.96 |
| 2022-03-31 | $887k | 2.0k | 453.94 |