iShares S&P 500 Index shares owned by Ziegler Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ziegler Capital Management
from 13F filings
Historical chart of Ziegler Capital Management 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 Ziegler Capital Management 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 Ziegler Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $261k | 496 | 525.73 |
2023-12-31 | $237k | 496 | 477.63 |
2023-09-30 | $213k | 496 | 429.43 |
2023-06-30 | $221k | 496 | 445.71 |
2023-03-31 | $204k | 496 | 411.08 |
2022-12-31 | $210k | 546 | 384.21 |
2022-06-30 | $207k | 546 | 379.12 |
2022-03-31 | $240k | 528 | 454.55 |
2021-12-31 | $252k | 528 | 477.27 |
2021-09-30 | $276k | 640 | 431.25 |
2021-06-30 | $275k | 640 | 429.69 |
2021-03-31 | $255k | 640 | 398.44 |
2020-12-31 | $240k | 640 | 375.00 |
2020-09-30 | $215k | 640 | 335.94 |
2011-03-31 | $520k | 3.9k | 132.99 |
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