S&p Global shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in S&p Global
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Quarterly reported holdings in S&p Global by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $301k | 582 | 516.62 |
| 2024-06-30 | $260k | 582 | 446.00 |
| 2024-03-31 | $241k | 567 | 425.45 |
| 2023-12-31 | $250k | 567 | 440.52 |
| 2023-09-30 | $201k | 549 | 365.41 |
| 2023-06-30 | $220k | 549 | 400.89 |
| 2022-06-30 | $202k | 599 | 337.23 |
| 2022-03-31 | $259k | 549 | 471.77 |
| 2021-12-31 | $259k | 549 | 471.77 |
| 2021-09-30 | $233k | 549 | 424.41 |
| 2021-06-30 | $225k | 549 | 409.84 |