iShares S&P 500 Index shares owned by WFA Asset Management Corp
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WFA Asset Management Corp
from 13F filings
Historical chart of WFA Asset Management Corp 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 WFA Asset Management Corp consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by WFA Asset Management Corp
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $75k | 129 | 578.35 |
2024-06-30 | $103k | 189 | 547.21 |
2024-03-31 | $20k | 38 | 524.08 |
2023-12-31 | $18k | 38 | 474.63 |
2023-09-30 | $6.2k | 15 | 416.33 |
2023-06-30 | $15k | 33 | 439.55 |
2023-03-31 | $13k | 32 | 416.78 |
2022-12-31 | $12k | 32 | 387.97 |
2022-09-30 | $12k | 32 | 358.66 |