iShares S&P 500 Index shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 4.1k | 517.75 |
| 2023-09-30 | $1.5M | 3.6k | 427.55 |
| 2023-06-30 | $1.7M | 3.8k | 445.20 |
| 2023-03-31 | $1.5M | 3.7k | 414.47 |
| 2022-12-31 | $1.4M | 3.8k | 384.24 |
| 2022-09-30 | $1.4M | 3.9k | 368.27 |
| 2022-06-30 | $1.5M | 3.9k | 380.54 |
| 2022-03-31 | $1.8M | 4.0k | 454.77 |
| 2021-12-31 | $2.1M | 4.3k | 479.37 |
| 2021-09-30 | $1.9M | 4.3k | 430.96 |
| 2021-06-30 | $1.9M | 4.4k | 431.34 |
| 2021-03-31 | $1.8M | 5.5k | 336.00 |
| 2020-12-31 | $1.9M | 5.2k | 370.10 |
| 2020-09-30 | $1.8M | 5.5k | 336.00 |
| 2020-06-30 | $1.8M | 5.7k | 309.67 |
| 2020-03-31 | $1.4M | 5.7k | 248.34 |
| 2019-12-31 | $1.9M | 5.9k | 326.38 |
| 2019-09-30 | $2.0M | 6.6k | 297.57 |
| 2019-06-30 | $1.9M | 6.6k | 292.64 |
| 2019-03-31 | $1.9M | 6.7k | 289.98 |
| 2018-12-31 | $1.9M | 7.0k | 272.31 |
| 2018-09-30 | $2.0M | 7.1k | 275.62 |
| 2018-03-31 | $2.2M | 7.9k | 275.54 |
| 2017-12-31 | $2.3M | 8.4k | 273.85 |
| 2017-09-30 | $2.5M | 9.4k | 260.93 |
More positions owned by Vista Private Wealth Partners
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