iShares S&P 500 Index shares owned by SeaCrest Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SeaCrest Wealth Management
from 13F filings
Historical chart of SeaCrest Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by SeaCrest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 3.5k | 676.38 |
| 2025-06-30 | $2.2M | 3.5k | 620.83 |
| 2025-03-31 | $2.0M | 3.6k | 561.82 |
| 2024-12-31 | $2.1M | 3.5k | 588.74 |
| 2024-09-30 | $2.1M | 3.6k | 576.84 |
| 2024-06-30 | $1.9M | 3.4k | 547.22 |
| 2024-03-31 | $1.7M | 3.3k | 525.69 |
| 2023-12-31 | $1.1M | 2.4k | 470.06 |
| 2023-09-30 | $983k | 2.3k | 429.35 |
| 2023-06-30 | $996k | 2.2k | 445.63 |
| 2023-03-31 | $919k | 2.2k | 411.00 |
| 2022-12-31 | $844k | 2.2k | 384.12 |
| 2022-09-30 | $788k | 2.2k | 358.67 |
| 2022-06-30 | $888k | 2.3k | 379.33 |
| 2022-03-31 | $1.1M | 2.4k | 453.83 |
| 2021-12-31 | $1.3M | 2.7k | 476.87 |
| 2021-09-30 | $1.1M | 2.5k | 431.06 |
| 2021-06-30 | $1.1M | 2.5k | 429.79 |
| 2021-03-31 | $981k | 2.5k | 397.97 |
| 2020-12-31 | $912k | 2.4k | 375.62 |
| 2020-09-30 | $815k | 2.4k | 336.08 |
| 2020-06-30 | $900k | 2.9k | 309.81 |
| 2020-03-31 | $772k | 3.0k | 258.37 |
| 2019-12-31 | $1.2M | 3.7k | 323.22 |
| 2019-09-30 | $1.1M | 3.6k | 298.46 |
| 2019-06-30 | $1.1M | 3.6k | 294.88 |
| 2019-03-31 | $1.0M | 3.6k | 284.61 |
| 2018-12-31 | $909k | 3.6k | 251.66 |
| 2018-09-30 | $624k | 2.1k | 292.68 |
| 2018-06-30 | $145k | 530 | 273.58 |
| 2018-03-31 | $154k | 580 | 265.52 |
| 2017-12-31 | $180k | 670 | 268.66 |
More positions owned by SeaCrest Wealth Management
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