Taddei, Ludwig & Associates »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Taddei, Ludwig & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Taddei, Ludwig & Associates

Quarter filed Position value Share count Share price at filing
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