iShares S&P 500 Index shares owned by NewEdge Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.6M | 13k | 507.46 |
| 2023-12-31 | $4.1M | 8.5k | 477.63 |
| 2023-09-30 | $3.9M | 9.2k | 429.43 |
| 2023-06-30 | $3.7M | 8.3k | 445.71 |
| 2023-03-31 | $1.7M | 4.1k | 411.08 |
| 2022-12-31 | $3.6M | 9.3k | 384.21 |
| 2022-09-30 | $1.3M | 3.8k | 358.63 |
| 2022-06-30 | $964k | 2.5k | 379.23 |
| 2022-03-31 | $578k | 1.3k | 453.33 |
| 2021-12-31 | $3.0M | 6.2k | 476.93 |