iShares S&P 500 Index shares owned by Wealth & Pension Services Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth & Pension Services Group
from 13F filings
Historical chart of Wealth & Pension Services 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 Wealth & Pension Services Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Wealth & Pension Services Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2019-09-30 | $2.7M | 9.1k | 298.55 |
2019-06-30 | $3.4M | 11k | 294.73 |
2019-03-31 | $3.1M | 11k | 284.59 |
2018-12-31 | $3.4M | 14k | 251.65 |
2018-09-30 | $3.8M | 13k | 292.69 |
2018-06-30 | $3.0M | 11k | 273.02 |
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