iShares S&P 500 Index shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $206M | 377k | 547.23 |
| 2024-03-31 | $154M | 292k | 525.73 |
| 2023-09-30 | $16M | 37k | 429.44 |
| 2023-06-30 | $16M | 35k | 445.72 |
| 2023-03-31 | $14M | 35k | 411.08 |
| 2022-12-31 | $11M | 28k | 384.21 |
| 2022-09-30 | $11M | 31k | 358.69 |
| 2022-06-30 | $12M | 31k | 379.13 |
| 2022-03-31 | $15M | 33k | 453.70 |
| 2021-12-31 | $14M | 29k | 477.02 |
| 2021-09-30 | $12M | 28k | 430.81 |
| 2021-06-30 | $12M | 28k | 429.91 |
| 2021-03-31 | $8.4M | 33k | 258.40 |
| 2020-12-31 | $11M | 29k | 375.31 |
| 2020-09-30 | $11M | 33k | 336.05 |
| 2020-06-30 | $10M | 32k | 309.68 |
| 2020-03-31 | $8.4M | 33k | 258.40 |
More positions owned by Wellspring Financial Advisors
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