iShares S&P 500 Index shares owned by Carl P. Sherr & Co
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Carl P. Sherr & Co
from 13F filings
Historical chart of Carl P. Sherr & Co investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Carl P. Sherr & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.4M | 2.6k | 547.23 |
| 2024-03-31 | $1.4M | 2.6k | 525.73 |
| 2023-12-31 | $1.3M | 2.7k | 477.63 |
| 2023-09-30 | $1.6M | 3.7k | 429.46 |
| 2023-06-30 | $1.7M | 3.7k | 445.74 |
| 2023-03-31 | $1.7M | 4.2k | 411.11 |
| 2022-12-31 | $1.6M | 4.2k | 384.23 |
| 2022-09-30 | $1.5M | 4.3k | 358.63 |
| 2022-06-30 | $1.7M | 4.5k | 379.03 |
| 2022-03-31 | $2.3M | 5.0k | 453.73 |
| 2021-12-31 | $2.5M | 5.3k | 477.01 |
| 2021-09-30 | $2.2M | 5.0k | 430.87 |
| 2021-06-30 | $2.2M | 5.1k | 430.01 |
| 2021-03-31 | $2.1M | 5.4k | 397.88 |
| 2020-12-31 | $2.0M | 5.4k | 375.35 |
| 2020-09-30 | $1.9M | 5.7k | 336.02 |
| 2020-06-30 | $1.7M | 5.5k | 309.65 |
| 2020-03-31 | $1.3M | 5.0k | 258.33 |
| 2019-12-31 | $1.7M | 5.2k | 323.21 |
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