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
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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 |
|---|---|---|---|
| 2025-09-30 | $7.3M | 11k | 669.30 |
| 2025-06-30 | $6.2M | 9.9k | 620.90 |
| 2025-03-31 | $5.6M | 9.9k | 561.91 |
| 2024-12-31 | $8.3M | 14k | 588.68 |
| 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 |
More positions owned by Transcendent Capital Group
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