iShares S&P 500 Index shares owned by Taddei, Ludwig & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Taddei, Ludwig & Associates
from 13F filings
Historical chart of Taddei, Ludwig & Associates investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Taddei, Ludwig & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 6.1k | 669.31 |
| 2025-06-30 | $3.8M | 6.1k | 620.93 |
| 2025-03-31 | $3.5M | 6.1k | 561.93 |
| 2024-12-31 | $3.6M | 6.2k | 588.71 |
| 2024-09-30 | $3.8M | 6.7k | 576.85 |
| 2024-06-30 | $3.7M | 6.7k | 547.25 |
| 2024-03-31 | $3.4M | 6.5k | 525.75 |
| 2023-12-31 | $3.2M | 6.7k | 477.61 |
| 2023-09-30 | $2.9M | 6.7k | 429.41 |
| 2023-06-30 | $3.0M | 6.7k | 445.69 |
| 2023-03-31 | $2.8M | 6.8k | 411.06 |
| 2022-12-31 | $2.8M | 7.2k | 384.20 |
| 2022-09-30 | $2.5M | 7.1k | 358.69 |
| 2022-06-30 | $2.7M | 7.1k | 379.14 |
| 2022-03-31 | $3.2M | 7.1k | 453.74 |
| 2021-12-31 | $3.4M | 7.1k | 476.94 |
| 2021-09-30 | $3.0M | 7.0k | 430.79 |
| 2021-03-31 | $2.7M | 6.8k | 397.77 |
| 2020-12-31 | $2.6M | 6.9k | 375.42 |
More positions owned by Taddei, Ludwig & Associates
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