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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

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Quarterly reported holdings in iShares S&P 500 Index by Ziegler Capital Management

Quarter filed Position value Share count Share price at filing
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