iShares S&P 500 Index shares owned by Tempus Wealth Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tempus Wealth Planning
from 13F filings
Historical chart of Tempus Wealth Planning 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 Tempus Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Tempus Wealth Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $6.4M | 11k | 576.82 |
2024-06-30 | $6.4M | 12k | 547.23 |
2024-03-31 | $7.1M | 14k | 525.73 |
2023-12-31 | $6.9M | 14k | 477.63 |
2023-09-30 | $5.7M | 13k | 429.43 |
2023-06-30 | $5.9M | 13k | 445.71 |
2023-03-31 | $5.3M | 13k | 411.08 |
2022-12-31 | $4.6M | 12k | 384.21 |
2022-09-30 | $4.2M | 12k | 358.63 |
2022-06-30 | $2.4M | 6.2k | 379.09 |
2022-03-31 | $2.2M | 4.8k | 453.69 |
2021-12-31 | $3.4M | 7.1k | 476.96 |
2021-09-30 | $3.0M | 7.1k | 430.87 |
2021-06-30 | $3.1M | 7.1k | 429.97 |