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iShares S&P 500 Index shares owned by Thrive Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Thrive Wealth Management from 13F filings

Historical chart of Thrive Wealth 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 Thrive Wealth 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 Thrive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 5.9k 525.75
2023-12-31 $3.5M 7.4k 477.63
2023-09-30 $2.6M 6.1k 429.46
2023-06-30 $3.1M 7.1k 445.73
2023-03-31 $2.0M 4.8k 411.09
2022-12-31 $6.3M 16k 384.21
2022-09-30 $1.4M 3.9k 358.58
2022-06-30 $1.6M 4.2k 379.11
2022-03-31 $1.9M 4.2k 453.64
2021-12-31 $1.6M 3.4k 477.00