iShares S&P 500 Index shares owned by Private Ocean
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Private Ocean consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Private Ocean
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $13M | 25k | 525.73 |
2023-12-31 | $15M | 32k | 477.63 |
2023-09-30 | $9.1M | 21k | 429.44 |
2023-06-30 | $8.4M | 19k | 445.72 |
2023-03-31 | $7.9M | 19k | 411.08 |
2022-12-31 | $7.3M | 19k | 384.20 |
2022-09-30 | $5.9M | 17k | 358.62 |
2022-06-30 | $5.0M | 13k | 379.10 |
2022-03-31 | $5.6M | 12k | 453.70 |
2021-12-31 | $6.8M | 14k | 477.02 |
2021-09-30 | $6.3M | 15k | 430.84 |
2021-06-30 | $6.6M | 15k | 429.95 |
2021-03-31 | $5.4M | 14k | 397.85 |
2020-12-31 | $5.0M | 13k | 375.38 |
2020-09-30 | $4.5M | 13k | 336.08 |
2020-06-30 | $4.2M | 14k | 309.68 |
2020-03-31 | $4.3M | 17k | 258.40 |
2019-12-31 | $5.4M | 17k | 323.28 |
2019-09-30 | $5.1M | 17k | 298.54 |
2019-06-30 | $4.9M | 17k | 294.74 |
2019-03-31 | $5.9M | 21k | 284.56 |
2018-12-31 | $5.3M | 21k | 251.64 |
2018-09-30 | $763k | 2.6k | 292.90 |
2018-06-30 | $653k | 2.4k | 272.88 |
2018-03-31 | $634k | 2.4k | 265.05 |
2017-12-31 | $363k | 1.3k | 269.09 |
2017-09-30 | $340k | 1.3k | 253.16 |
2017-06-30 | $181k | 746 | 242.63 |
2017-03-31 | $177k | 746 | 237.27 |
2016-12-31 | $175k | 776 | 225.52 |
2016-09-30 | $185k | 849 | 217.90 |
2016-06-30 | $179k | 849 | 210.84 |
2016-03-31 | $175k | 849 | 206.12 |
2015-12-31 | $174k | 849 | 204.95 |
2015-09-30 | $185k | 960 | 192.71 |
2015-06-30 | $199k | 960 | 207.29 |
2015-03-31 | $199k | 955 | 208.38 |
2014-12-31 | $201k | 971 | 207.00 |
2014-09-30 | $243k | 1.2k | 198.04 |
2014-06-30 | $241k | 1.2k | 197.06 |
2014-03-31 | $241k | 1.3k | 188.43 |
2013-12-31 | $337k | 1.8k | 185.88 |