iShares S&P 500 Index shares owned by Tiedemann Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tiedemann Wealth Management
from 13F filings
Historical chart of Tiedemann Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Tiedemann Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $17M | 39k | 431.41 |
| 2023-06-30 | $17M | 38k | 445.71 |
| 2023-03-31 | $16M | 39k | 411.08 |
| 2022-12-31 | $16M | 41k | 384.22 |
| 2022-09-30 | $14M | 39k | 358.63 |
| 2022-06-30 | $17M | 45k | 379.19 |
| 2022-03-31 | $21M | 46k | 453.77 |
| 2021-12-31 | $21M | 45k | 476.95 |
| 2021-09-30 | $19M | 45k | 430.74 |
| 2021-06-30 | $26M | 61k | 429.88 |
| 2021-03-31 | $24M | 61k | 397.84 |
| 2020-12-31 | $22M | 58k | 375.33 |
| 2020-09-30 | $20M | 59k | 336.04 |
| 2020-06-30 | $3.8M | 12k | 309.85 |
| 2020-03-31 | $23M | 88k | 258.39 |
| 2019-12-31 | $22M | 70k | 323.24 |
| 2019-09-30 | $21M | 71k | 298.51 |
| 2019-06-30 | $23M | 77k | 294.79 |
| 2019-03-31 | $19M | 67k | 284.56 |
| 2018-12-31 | $20M | 80k | 251.83 |
| 2018-09-30 | $22M | 74k | 294.00 |
| 2018-06-30 | $20M | 74k | 274.25 |
| 2018-03-31 | $19M | 73k | 265.42 |
| 2017-12-31 | $17M | 65k | 268.87 |
| 2017-09-30 | $1.1M | 49k | 22.74 |
| 2017-06-30 | $10M | 42k | 243.40 |
| 2017-03-31 | $10M | 42k | 237.27 |
| 2016-12-31 | $9.5M | 42k | 224.99 |
More positions owned by Tiedemann Wealth Management
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