iShares S&P 500 Index shares owned by Traverso Chambers Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Traverso Chambers Private Wealth Management
from 13F filings
Historical chart of Traverso Chambers Private Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Traverso Chambers Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.0M | 6.3k | 477.66 |
| 2023-09-30 | $2.7M | 6.3k | 429.45 |
| 2023-06-30 | $2.8M | 6.3k | 445.74 |
| 2023-03-31 | $2.3M | 5.5k | 411.10 |
| 2022-12-31 | $2.1M | 5.5k | 384.18 |
| 2022-09-30 | $2.0M | 5.6k | 358.64 |
| 2022-06-30 | $2.2M | 5.7k | 379.15 |
| 2022-03-31 | $2.6M | 5.7k | 453.66 |
| 2021-12-31 | $2.7M | 5.7k | 477.00 |
| 2021-09-30 | $2.5M | 5.8k | 430.91 |
| 2021-06-30 | $2.5M | 5.8k | 430.01 |
| 2021-03-31 | $2.3M | 5.9k | 397.88 |
| 2020-12-31 | $2.3M | 6.0k | 375.44 |
| 2020-09-30 | $2.0M | 5.9k | 336.03 |
| 2020-06-30 | $1.9M | 6.2k | 309.73 |
| 2020-03-31 | $1.6M | 6.2k | 258.42 |
| 2019-12-31 | $1.9M | 5.9k | 323.20 |
| 2019-09-30 | $1.8M | 5.9k | 298.52 |
| 2019-06-30 | $1.8M | 5.9k | 298.18 |
| 2019-03-31 | $1.7M | 5.9k | 284.54 |
| 2018-12-31 | $1.5M | 5.9k | 251.68 |
More positions owned by Traverso Chambers Private Wealth Management
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