iShares S&P 500 Index shares owned by Kerntke Otto McGlone Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kerntke Otto McGlone Wealth Management Group
from 13F filings
Historical chart of Kerntke Otto McGlone Wealth Management Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Kerntke Otto McGlone Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $340k | 646 | 525.77 |
| 2023-12-31 | $351k | 734 | 478.20 |
| 2023-09-30 | $385k | 896 | 429.56 |
| 2023-06-30 | $400k | 897 | 445.93 |
| 2023-03-31 | $463k | 1.1k | 410.83 |
| 2022-12-31 | $492k | 1.3k | 384.07 |
| 2022-09-30 | $503k | 1.4k | 358.52 |
| 2022-06-30 | $633k | 1.7k | 379.04 |
| 2022-03-31 | $752k | 1.7k | 453.56 |
| 2021-12-31 | $878k | 1.8k | 476.66 |
| 2021-09-30 | $1.0M | 2.3k | 430.95 |
| 2021-06-30 | $2.9M | 6.6k | 429.90 |
| 2021-03-31 | $2.6M | 6.6k | 397.85 |
| 2020-12-31 | $2.3M | 6.1k | 375.47 |
| 2020-09-30 | $1.8M | 5.4k | 336.00 |
| 2020-06-30 | $1.1M | 3.5k | 309.63 |
| 2020-03-31 | $884k | 3.4k | 258.40 |
| 2019-12-31 | $1.7M | 5.1k | 323.17 |
More positions owned by Kerntke Otto McGlone Wealth Management Group
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