iShares S&P 500 Index shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $12M | 20k | 588.69 |
| 2024-09-30 | $17M | 30k | 576.84 |
| 2024-06-30 | $17M | 31k | 547.22 |
| 2024-03-31 | $16M | 31k | 525.72 |
| 2023-12-31 | $16M | 33k | 477.64 |
| 2023-09-30 | $14M | 32k | 429.43 |
| 2023-06-30 | $13M | 29k | 445.71 |
| 2023-03-31 | $11M | 28k | 411.08 |
| 2022-12-31 | $11M | 28k | 384.21 |
| 2022-09-30 | $9.8M | 27k | 358.65 |
| 2022-06-30 | $10M | 26k | 379.17 |
| 2022-03-31 | $12M | 26k | 453.71 |
| 2021-12-31 | $10M | 21k | 476.98 |
| 2021-09-30 | $9.9M | 22k | 457.77 |
| 2021-06-30 | $8.3M | 19k | 429.86 |
| 2021-03-31 | $6.8M | 17k | 398.12 |
| 2020-12-31 | $7.2M | 19k | 375.40 |
| 2020-09-30 | $5.2M | 15k | 336.10 |
| 2020-03-31 | $591k | 2.3k | 258.53 |
| 2019-12-31 | $412k | 1.3k | 323.64 |
More positions owned by Transcend Wealth Collective
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