iShares S&P 500 Index shares owned by Wedbush Morgan Securities
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wedbush Morgan Securities
from 13F filings
Historical chart of Wedbush Morgan Securities investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wedbush Morgan Securities 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 Wedbush Morgan Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $41M | 70k | 588.69 |
| 2024-09-30 | $39M | 68k | 576.83 |
| 2024-06-30 | $36M | 66k | 547.23 |
| 2024-03-31 | $33M | 62k | 525.74 |
| 2023-12-31 | $32M | 67k | 477.63 |
| 2023-09-30 | $29M | 68k | 429.43 |
| 2023-06-30 | $31M | 68k | 445.72 |
| 2023-03-31 | $28M | 68k | 411.07 |
| 2022-12-31 | $24M | 63k | 384.21 |
| 2022-09-30 | $23M | 64k | 358.65 |
| 2022-06-30 | $24M | 62k | 379.15 |
| 2022-03-31 | $26M | 57k | 453.70 |
| 2021-12-31 | $25M | 53k | 477.00 |
| 2021-09-30 | $20M | 46k | 430.82 |
| 2021-06-30 | $20M | 47k | 429.93 |
| 2021-03-31 | $17M | 42k | 397.82 |
| 2020-12-31 | $3.7M | 9.8k | 375.42 |
| 2020-09-30 | $3.6M | 11k | 336.01 |
| 2020-06-30 | $3.6M | 12k | 309.73 |
| 2020-03-31 | $2.8M | 11k | 258.40 |
| 2019-12-31 | $3.7M | 12k | 323.28 |
| 2019-09-30 | $3.3M | 11k | 298.48 |
| 2019-06-30 | $3.2M | 11k | 294.78 |
| 2019-03-31 | $2.6M | 9.1k | 284.60 |
| 2018-12-31 | $2.9M | 12k | 251.59 |
| 2018-09-30 | $3.2M | 11k | 292.73 |
| 2018-06-30 | $2.5M | 9.2k | 273.04 |
| 2018-03-31 | $2.2M | 8.1k | 265.31 |
| 2017-12-31 | $2.1M | 8.0k | 268.83 |
| 2017-09-30 | $2.0M | 8.0k | 252.91 |
| 2017-06-30 | $2.0M | 8.2k | 243.41 |
| 2017-03-31 | $1.7M | 7.2k | 237.24 |
| 2016-12-31 | $1.5M | 6.7k | 225.08 |
| 2016-09-30 | $1.2M | 5.7k | 217.61 |
| 2016-06-30 | $931k | 4.4k | 210.59 |
| 2016-03-31 | $906k | 4.4k | 206.61 |
| 2015-12-31 | $582k | 2.8k | 204.71 |
| 2015-09-30 | $257k | 1.3k | 192.80 |
| 2014-12-31 | $388k | 1.9k | 206.82 |
| 2013-12-31 | $205k | 1.1k | 186.03 |
| 2011-06-30 | $202k | 1.5k | 132.46 |
| 2011-03-31 | $208k | 1.6k | 132.91 |