iShares S&P 500 Index shares owned by Agate Pass Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Agate Pass Investment Management
from 13F filings
Historical chart of Agate Pass Investment Management 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 Agate Pass Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Agate Pass Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 1.8k | 588.68 |
| 2024-09-30 | $1.0M | 1.8k | 576.82 |
| 2024-06-30 | $962k | 1.8k | 547.23 |
| 2024-03-31 | $885k | 1.7k | 525.73 |
| 2023-12-31 | $855k | 1.8k | 477.63 |
| 2023-09-30 | $704k | 1.6k | 429.43 |
| 2023-06-30 | $714k | 1.6k | 445.71 |
| 2023-03-31 | $681k | 1.7k | 411.08 |
| 2022-12-31 | $630k | 1.6k | 384.21 |
| 2022-09-30 | $579k | 1.6k | 358.51 |
| 2022-06-30 | $580k | 1.5k | 379.33 |
| 2022-03-31 | $869k | 1.9k | 453.55 |
| 2021-12-31 | $924k | 1.9k | 477.03 |
More positions owned by Agate Pass Investment Management
View all positions for Agate Pass Investment Management