iShares S&P 500 Index shares owned by Wealth Alliance
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance 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 Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $57M | 97k | 588.68 |
| 2024-09-30 | $56M | 97k | 576.82 |
| 2024-06-30 | $57M | 105k | 547.23 |
| 2024-03-31 | $61M | 116k | 525.73 |
| 2023-12-31 | $67M | 140k | 477.63 |
| 2023-09-30 | $55M | 129k | 429.43 |
| 2023-06-30 | $49M | 110k | 445.71 |
| 2023-03-31 | $43M | 106k | 411.08 |
| 2022-12-31 | $40M | 104k | 384.21 |
| 2022-09-30 | $37M | 102k | 358.65 |
| 2022-06-30 | $35M | 92k | 379.15 |
| 2022-03-31 | $38M | 84k | 453.69 |
| 2021-12-31 | $29M | 61k | 477.00 |
| 2021-09-30 | $22M | 52k | 430.81 |
| 2021-06-30 | $21M | 49k | 429.92 |
| 2021-03-31 | $16M | 41k | 397.81 |
| 2020-12-31 | $14M | 37k | 375.42 |
| 2020-09-30 | $11M | 33k | 336.06 |
| 2020-06-30 | $9.9M | 32k | 309.69 |
| 2020-03-31 | $1.1M | 4.2k | 258.43 |