Prudential Financial shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Prudential Financial
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Quarterly reported holdings in Prudential Financial by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 12k | 103.74 |
| 2025-06-30 | $1.3M | 12k | 107.44 |
| 2025-03-31 | $1.4M | 12k | 111.68 |
| 2024-12-31 | $1.4M | 12k | 118.53 |
| 2024-09-30 | $1.5M | 12k | 121.10 |
| 2024-06-30 | $1.6M | 14k | 117.19 |
| 2024-03-31 | $1.6M | 14k | 117.40 |
| 2023-12-31 | $1.4M | 14k | 103.71 |
| 2023-09-30 | $1.3M | 14k | 94.89 |
| 2023-06-30 | $1.2M | 14k | 88.22 |
| 2023-03-31 | $1.1M | 14k | 82.74 |
| 2022-12-31 | $1.4M | 14k | 99.46 |
| 2022-09-30 | $1.2M | 14k | 85.75 |
| 2022-06-30 | $1.4M | 14k | 95.66 |
| 2022-03-31 | $1.7M | 14k | 118.19 |
| 2021-12-31 | $1.5M | 14k | 108.27 |
| 2021-09-30 | $1.6M | 15k | 105.20 |
| 2021-06-30 | $1.5M | 14k | 102.49 |
| 2021-03-31 | $1.3M | 14k | 91.07 |
| 2020-12-31 | $1.1M | 14k | 78.10 |