iShares S&P 500 Index shares owned by Wells Trecaso Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wells Trecaso Financial Group
from 13F filings
Historical chart of Wells Trecaso Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wells Trecaso Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $445k | 755 | 588.68 |
| 2024-09-30 | $436k | 755 | 576.82 |
| 2024-06-30 | $413k | 755 | 547.23 |
| 2024-03-31 | $397k | 755 | 525.73 |
| 2023-12-31 | $322k | 675 | 477.63 |
| 2023-09-30 | $290k | 675 | 429.43 |
| 2023-06-30 | $301k | 675 | 445.71 |
| 2023-03-31 | $278k | 675 | 411.08 |
| 2022-12-31 | $279k | 725 | 384.21 |
| 2022-09-30 | $260k | 725 | 358.62 |
| 2022-06-30 | $275k | 725 | 379.31 |
| 2022-03-31 | $329k | 725 | 453.79 |
| 2021-12-31 | $351k | 735 | 477.55 |
| 2021-09-30 | $317k | 735 | 431.29 |
| 2021-06-30 | $316k | 735 | 429.93 |
| 2021-03-31 | $292k | 735 | 397.28 |
| 2020-12-31 | $310k | 825 | 375.76 |
| 2020-09-30 | $277k | 825 | 335.76 |
| 2020-06-30 | $274k | 885 | 309.60 |
| 2020-03-31 | $229k | 885 | 258.76 |
| 2019-12-31 | $289k | 893 | 323.63 |
| 2019-09-30 | $267k | 893 | 298.99 |
| 2019-06-30 | $263k | 893 | 294.51 |
| 2019-03-31 | $254k | 893 | 284.43 |
| 2018-12-31 | $225k | 893 | 251.96 |
| 2018-09-30 | $290k | 991 | 292.63 |
| 2018-06-30 | $271k | 991 | 273.46 |
| 2018-03-31 | $263k | 991 | 265.39 |
| 2017-12-31 | $266k | 991 | 268.42 |
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