iShares S&P 500 Index shares owned by Wilbanks Smith & Thomas Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wilbanks Smith & Thomas Asset Management
from 13F filings
Historical chart of Wilbanks Smith & Thomas Asset Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wilbanks Smith & Thomas Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $184M | 350k | 525.73 |
2023-12-31 | $171M | 358k | 477.63 |
2023-09-30 | $154M | 359k | 429.43 |
2023-06-30 | $162M | 364k | 445.71 |
2023-03-31 | $151M | 367k | 411.08 |
2022-12-31 | $145M | 377k | 384.21 |
2022-09-30 | $138M | 386k | 358.65 |
2022-06-30 | $145M | 382k | 379.15 |
2022-03-31 | $158M | 377k | 418.15 |
2021-12-31 | $183M | 383k | 476.99 |
2021-09-30 | $165M | 384k | 430.82 |
2021-06-30 | $172M | 399k | 429.92 |
2021-03-31 | $157M | 394k | 397.82 |
2020-12-31 | $152M | 406k | 375.39 |
2020-09-30 | $141M | 418k | 336.06 |
2020-06-30 | $139M | 447k | 309.69 |
2020-03-31 | $115M | 446k | 258.44 |
2019-12-31 | $145M | 447k | 323.24 |
2019-09-30 | $131M | 438k | 298.52 |
2019-06-30 | $129M | 438k | 294.75 |
2019-03-31 | $124M | 435k | 284.56 |
2018-12-31 | $113M | 450k | 251.61 |
2018-09-30 | $119M | 407k | 292.73 |
2018-06-30 | $119M | 437k | 273.05 |
2018-03-31 | $117M | 443k | 265.37 |
2017-12-31 | $127M | 473k | 268.85 |
2017-09-30 | $124M | 489k | 252.93 |
2017-06-30 | $126M | 518k | 243.41 |
2017-03-31 | $112M | 472k | 237.27 |
2016-12-31 | $105M | 464k | 224.99 |
2016-09-30 | $100M | 458k | 217.56 |
2016-06-30 | $97M | 462k | 210.50 |
2016-03-31 | $96M | 464k | 206.65 |
2015-12-31 | $91M | 445k | 204.87 |
2015-09-30 | $81M | 419k | 192.71 |
2015-06-30 | $86M | 415k | 207.22 |
2015-03-31 | $91M | 437k | 207.83 |
2014-12-31 | $89M | 430k | 206.87 |
2014-09-30 | $75M | 378k | 198.26 |
2014-06-30 | $69M | 349k | 197.00 |
2014-03-31 | $64M | 340k | 188.14 |
2013-12-31 | $54M | 290k | 185.65 |
2013-09-30 | $48M | 283k | 168.90 |
2013-06-30 | $51M | 317k | 160.88 |
2013-03-31 | $50M | 320k | 157.36 |
2012-12-31 | $44M | 310k | 143.14 |
2012-09-30 | $45M | 309k | 144.40 |
2012-06-30 | $42M | 307k | 136.75 |
2012-03-31 | $42M | 294k | 141.21 |
2011-12-31 | $36M | 284k | 125.96 |
2011-09-30 | $30M | 265k | 113.69 |
2011-03-31 | $34M | 252k | 133.01 |
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