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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

Tip: Access up to 7 years of quarterly data

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
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