Ownership history in Olde Wealth Management, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Olde Wealth Management, LLC reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 9,108 | -4 | -0.0% | 1.92% | $6.2M | $683.12 |
| 2025 Q3 | REDUCED | 9,112 | -272 | -2.9% | 1.93% | $6.2M | $665.17 |
| 2025 Q1 | REDUCED | 9,384 | -78 | -0.8% | 1.86% | $5.3M | $555.02 |
| 2024 Q4 | REDUCED | 9,462 | -20 | -0.2% | 1.99% | $5.6M | $579.67 |
| 2024 Q3 | REDUCED | 9,482 | -43 | -0.5% | 1.96% | $5.5M | $566.00 |
| 2024 Q2 | REDUCED | 9,525 | -57 | -0.6% | 1.99% | $5.2M | $534.89 |
| 2024 Q1 | REDUCED | 9,582 | -14,329 | -59.9% | 2.36% | $5.0M | $512.33 |
| 2023 Q4 | REDUCED | 23,911 | -461 | -1.9% | 4.94% | $11.4M | $463.98 |
| 2023 Q3 | REDUCED | 24,372 | -1,259 | -4.9% | 5.11% | $10.5M | $415.48 |
| 2023 Q2 | ADDED | 25,631 | +1,387 | +5.7% | 5.44% | $11.8M | $429.27 |
As of 2025 Q4 — sorted by position size