iShares S&P 500 Index shares owned by Halpern Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $32M | 62k | 522.03 |
| 2023-12-31 | $30M | 64k | 471.01 |
| 2023-09-30 | $28M | 65k | 429.43 |
| 2023-06-30 | $29M | 65k | 445.71 |
| 2023-03-31 | $26M | 63k | 411.08 |
| 2022-12-31 | $24M | 62k | 384.21 |
| 2022-09-30 | $22M | 61k | 358.65 |
| 2022-06-30 | $22M | 58k | 379.15 |
| 2022-03-31 | $23M | 52k | 453.69 |
| 2021-12-31 | $19M | 39k | 476.99 |
| 2021-09-30 | $16M | 37k | 430.82 |
| 2021-06-30 | $15M | 35k | 429.92 |
| 2021-03-31 | $14M | 35k | 397.82 |
| 2020-12-31 | $13M | 35k | 375.39 |
| 2020-09-30 | $12M | 34k | 336.06 |
| 2020-06-30 | $10M | 33k | 309.69 |
| 2020-03-31 | $8.7M | 34k | 258.40 |
| 2019-12-31 | $12M | 38k | 323.24 |