iShares S&P 500 Index shares owned by Wimmer Associates 1
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wimmer Associates 1
from 13F filings
Historical chart of Wimmer Associates 1 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 Wimmer Associates 1 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 Wimmer Associates 1
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $721k | 1.3k | 576.82 |
2024-06-30 | $684k | 1.3k | 547.23 |
2024-03-31 | $657k | 1.3k | 525.73 |
2023-09-30 | $548k | 1.3k | 429.43 |
2023-06-30 | $568k | 1.3k | 445.71 |
2023-03-31 | $529k | 1.3k | 414.78 |
2022-12-31 | $490k | 1.3k | 384.21 |
2022-09-30 | $494k | 1.3k | 387.45 |
2022-06-30 | $487k | 1.3k | 378.99 |
2022-03-31 | $583k | 1.3k | 453.70 |
2021-12-31 | $613k | 1.3k | 477.04 |
2021-09-30 | $554k | 1.3k | 431.13 |
2021-06-30 | $552k | 1.3k | 429.57 |
2021-03-31 | $511k | 1.3k | 397.67 |
2020-12-31 | $482k | 1.3k | 375.10 |
2020-09-30 | $409k | 1.2k | 336.07 |
2020-06-30 | $388k | 1.2k | 336.81 |