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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

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Quarterly 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