iShares S&P 500 Index shares owned by Transcendent Capital Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Transcendent Capital Group
from 13F filings
Historical chart of Transcendent Capital Group 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 Transcendent Capital Group 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 Transcendent Capital Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.8M | 8.3k | 576.84 |
2024-06-30 | $5.9M | 11k | 547.22 |
2024-03-31 | $5.7M | 11k | 525.71 |
2023-12-31 | $4.2M | 8.8k | 477.60 |
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