iShares S&P 500 Index shares owned by Shulman DeMeo Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Shulman DeMeo Asset Management
from 13F filings
Historical chart of Shulman DeMeo Asset Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Shulman DeMeo Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Shulman DeMeo Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 20k | 669.30 |
| 2025-06-30 | $12M | 19k | 620.89 |
| 2025-03-31 | $11M | 20k | 561.89 |
| 2024-12-31 | $12M | 20k | 588.67 |
| 2024-09-30 | $11M | 20k | 576.81 |
| 2024-06-30 | $11M | 20k | 547.23 |
| 2024-03-31 | $10M | 19k | 525.72 |
| 2023-12-31 | $9.3M | 19k | 477.63 |
| 2023-09-30 | $8.2M | 19k | 429.43 |
| 2023-06-30 | $8.2M | 19k | 445.71 |
| 2023-03-31 | $7.8M | 19k | 411.08 |
| 2022-12-31 | $7.1M | 19k | 384.21 |
| 2022-09-30 | $6.6M | 18k | 358.62 |
| 2022-06-30 | $7.0M | 18k | 379.14 |
| 2022-03-31 | $8.3M | 18k | 453.72 |
| 2021-12-31 | $9.7M | 20k | 477.00 |
| 2021-09-30 | $8.6M | 20k | 430.80 |
| 2021-03-31 | $8.0M | 20k | 397.81 |
| 2020-12-31 | $7.5M | 20k | 375.40 |
| 2020-09-30 | $6.7M | 20k | 336.04 |
| 2020-06-30 | $6.2M | 20k | 309.67 |
| 2020-03-31 | $5.3M | 21k | 258.40 |
| 2019-12-31 | $6.6M | 21k | 323.27 |
| 2019-09-30 | $6.1M | 21k | 298.52 |
| 2019-06-30 | $6.3M | 22k | 294.74 |
| 2019-03-31 | $6.1M | 21k | 284.54 |
More positions owned by Shulman DeMeo Asset Management
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