iShares S&P 500 Index shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 3.0k | 576.89 |
| 2024-06-30 | $1.4M | 2.6k | 547.19 |
| 2024-03-31 | $1.2M | 2.3k | 525.81 |
| 2023-12-31 | $847k | 1.8k | 477.45 |
| 2023-09-30 | $761k | 1.8k | 429.22 |
| 2023-06-30 | $814k | 1.8k | 445.54 |
| 2023-03-31 | $624k | 1.5k | 411.34 |
| 2022-12-31 | $595k | 1.5k | 384.37 |
| 2022-09-30 | $554k | 1.5k | 358.58 |
| 2022-06-30 | $561k | 1.5k | 379.05 |
| 2022-03-31 | $593k | 1.3k | 453.71 |
| 2021-12-31 | $621k | 1.3k | 476.96 |
| 2021-09-30 | $479k | 1.1k | 430.76 |
| 2021-06-30 | $8.1M | 19k | 429.91 |
| 2021-03-31 | $7.9M | 20k | 397.80 |
| 2020-12-31 | $8.7M | 23k | 375.40 |
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