iShares S&P 500 Index shares owned by Wall Street Access Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wall Street Access Asset Management
from 13F filings
Historical chart of Wall Street Access Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wall Street Access Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $35M | 73k | 477.63 |
| 2023-09-30 | $30M | 70k | 429.44 |
| 2023-06-30 | $31M | 69k | 445.71 |
| 2023-03-31 | $26M | 63k | 411.08 |
| 2022-12-31 | $25M | 66k | 384.21 |
| 2022-09-30 | $22M | 61k | 358.64 |
| 2022-06-30 | $22M | 58k | 379.44 |
| 2022-03-31 | $26M | 58k | 453.69 |
| 2021-12-31 | $26M | 55k | 476.99 |
| 2021-09-30 | $22M | 52k | 430.82 |
| 2021-06-30 | $23M | 52k | 429.92 |
| 2021-03-31 | $22M | 55k | 397.59 |
| 2020-12-31 | $21M | 55k | 375.10 |
| 2020-09-30 | $18M | 55k | 336.05 |
| 2020-06-30 | $17M | 54k | 309.68 |
| 2020-03-31 | $14M | 53k | 258.39 |
| 2019-12-31 | $12M | 37k | 323.23 |
| 2019-09-30 | $11M | 35k | 298.50 |
| 2019-06-30 | $9.6M | 33k | 294.74 |
| 2018-12-31 | $8.3M | 33k | 251.61 |
| 2018-09-30 | $9.0M | 31k | 292.72 |
| 2018-06-30 | $8.3M | 31k | 273.03 |
| 2018-03-31 | $7.8M | 30k | 265.34 |
| 2017-12-31 | $6.0M | 22k | 268.83 |
More positions owned by Wall Street Access Asset Management
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