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iShares S&P 500 Index shares owned by Carmel Capital Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Carmel Capital Partners from 13F filings

Historical chart of Carmel Capital Partners 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 Carmel Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Carmel Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 360 576.82
2023-09-30 $181k 421 429.43
2023-06-30 $189k 425 445.71
2023-03-31 $175k 425 411.08

More positions owned by Carmel Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
Home Depot (HD)
Lennar Corp Cl A (LEN)
Palantir Technologies Cl A (PLTR)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vaneck Etf Trust Preferred Securt (PFXF)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Lennar Corp CL B (LEN.B)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Oracle Corporation (ORCL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Tesla Motors (TSLA)

View all positions for Carmel Capital Partners

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