iShares S&P 500 Index shares owned by Welch & Forbes
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 18k | 576.82 |
| 2024-06-30 | $8.8M | 16k | 551.31 |
| 2024-03-31 | $6.6M | 13k | 525.73 |
| 2023-12-31 | $4.3M | 9.0k | 477.63 |
| 2023-09-30 | $3.9M | 9.1k | 429.43 |
| 2023-06-30 | $4.0M | 9.1k | 445.71 |
| 2023-03-31 | $3.8M | 9.2k | 411.08 |
| 2022-12-31 | $3.5M | 9.2k | 384.21 |
| 2022-09-30 | $3.4M | 9.4k | 358.67 |
| 2022-06-30 | $3.6M | 9.5k | 379.15 |
| 2022-03-31 | $4.4M | 9.7k | 453.79 |
| 2021-12-31 | $4.3M | 9.0k | 477.06 |
| 2021-09-30 | $3.2M | 7.5k | 430.79 |
| 2021-06-30 | $3.3M | 7.6k | 429.94 |
| 2021-03-31 | $1.5M | 3.8k | 398.11 |
| 2020-12-31 | $1.5M | 4.1k | 375.28 |
| 2020-09-30 | $2.0M | 6.0k | 336.13 |
| 2020-06-30 | $2.1M | 6.7k | 309.70 |
| 2020-03-31 | $1.2M | 4.7k | 258.46 |
| 2019-12-31 | $1.6M | 5.0k | 323.38 |
| 2019-09-30 | $1.3M | 4.2k | 298.50 |
| 2019-06-30 | $1.2M | 4.2k | 294.60 |
| 2019-03-31 | $1.1M | 3.8k | 284.55 |
| 2018-12-31 | $1.4M | 5.5k | 251.60 |
| 2018-09-30 | $914k | 3.1k | 292.85 |
| 2018-06-30 | $790k | 2.9k | 273.07 |
| 2018-03-31 | $728k | 2.7k | 265.40 |
| 2017-12-31 | $738k | 2.7k | 269.05 |
| 2017-09-30 | $859k | 3.4k | 253.02 |
| 2017-06-30 | $841k | 3.5k | 243.49 |
| 2017-03-31 | $765k | 3.2k | 237.21 |
| 2016-12-31 | $730k | 3.2k | 224.96 |
| 2016-09-30 | $284k | 1.3k | 217.96 |
| 2016-06-30 | $280k | 1.3k | 210.84 |
| 2016-03-31 | $278k | 1.3k | 206.69 |
| 2015-12-31 | $270k | 1.3k | 204.55 |
| 2015-06-30 | $299k | 1.4k | 207.06 |
| 2015-03-31 | $300k | 1.4k | 207.76 |
| 2014-12-31 | $299k | 1.4k | 207.06 |
| 2014-09-30 | $291k | 1.5k | 197.96 |
| 2014-06-30 | $299k | 1.5k | 196.71 |
| 2014-03-31 | $286k | 1.5k | 188.16 |
| 2013-12-31 | $282k | 1.5k | 185.53 |
| 2013-09-30 | $257k | 1.5k | 168.52 |
| 2013-06-30 | $253k | 1.6k | 160.63 |
| 2013-03-31 | $356k | 2.3k | 157.31 |
| 2012-12-31 | $324k | 2.3k | 143.17 |
| 2012-09-30 | $268k | 1.9k | 144.40 |
| 2012-06-30 | $277k | 2.0k | 137.40 |
| 2012-03-31 | $295k | 2.1k | 141.08 |
| 2011-12-31 | $263k | 2.1k | 125.78 |
| 2011-09-30 | $237k | 2.1k | 113.34 |
| 2011-06-30 | $283k | 2.1k | 132.18 |
| 2011-03-31 | $288k | 2.2k | 133.27 |