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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares S&P 500 Index by Shulman DeMeo Asset Management

Quarter filed Position value Share count Share price at filing
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