iShares S&P 500 Index shares owned by Capital Insight Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capital Insight Partners
from 13F filings
Historical chart of Capital Insight Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Capital Insight Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $16M | 31k | 525.73 |
| 2023-12-31 | $14M | 29k | 477.63 |
| 2023-09-30 | $12M | 29k | 429.43 |
| 2023-06-30 | $13M | 28k | 445.71 |
| 2023-03-31 | $12M | 29k | 411.08 |
| 2022-12-31 | $11M | 30k | 384.21 |
| 2022-09-30 | $10M | 28k | 358.64 |
| 2022-06-30 | $10M | 27k | 379.14 |
| 2022-03-31 | $12M | 26k | 453.70 |
| 2021-12-31 | $13M | 28k | 476.97 |
| 2021-09-30 | $12M | 27k | 430.82 |
| 2021-06-30 | $11M | 25k | 429.93 |
| 2021-03-31 | $9.9M | 25k | 397.84 |
| 2020-12-31 | $8.7M | 23k | 375.38 |
| 2020-09-30 | $7.8M | 23k | 336.07 |
| 2020-06-30 | $7.2M | 23k | 309.68 |
| 2020-03-31 | $6.0M | 23k | 258.38 |
| 2019-12-31 | $7.3M | 23k | 323.23 |