iShares S&P 500 Index shares owned by Syntegra Private Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Syntegra Private Wealth Group
from 13F filings
Historical chart of Syntegra Private Wealth Group 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 Syntegra Private Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Syntegra Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $519k | 775 | 669.32 |
| 2025-06-30 | $481k | 775 | 620.86 |
| 2025-03-31 | $435k | 775 | 561.82 |
| 2024-12-31 | $469k | 797 | 588.54 |
| 2024-09-30 | $460k | 797 | 576.63 |
| 2024-06-30 | $436k | 797 | 546.99 |
| 2024-03-31 | $411k | 782 | 525.45 |
| 2023-12-31 | $363k | 759 | 477.77 |
| 2023-09-30 | $326k | 759 | 429.56 |
| 2023-06-30 | $309k | 692 | 445.86 |
| 2023-03-31 | $560k | 1.4k | 411.15 |
| 2022-12-31 | $258k | 670 | 384.34 |
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