iShares S&P 500 Index shares owned by Cedar Brook Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cedar Brook Financial Partners
from 13F filings
Historical chart of Cedar Brook Financial Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Cedar Brook Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14M | 26k | 525.72 |
| 2023-12-31 | $13M | 27k | 478.55 |
| 2023-09-30 | $12M | 28k | 429.43 |
| 2023-06-30 | $13M | 30k | 445.71 |
| 2023-03-31 | $12M | 30k | 411.08 |
| 2022-12-31 | $11M | 30k | 384.22 |
| 2022-09-30 | $11M | 30k | 358.65 |
| 2022-06-30 | $11M | 29k | 379.15 |
| 2022-03-31 | $14M | 30k | 453.70 |
| 2021-12-31 | $15M | 30k | 477.01 |
| 2021-09-30 | $12M | 28k | 430.82 |
| 2021-06-30 | $12M | 29k | 429.92 |
| 2021-03-31 | $11M | 27k | 397.84 |
| 2020-12-31 | $9.9M | 26k | 375.39 |
| 2020-09-30 | $11M | 34k | 336.06 |
| 2020-06-30 | $8.9M | 29k | 309.70 |
| 2020-03-31 | $8.2M | 32k | 258.42 |
| 2019-12-31 | $9.1M | 28k | 323.25 |
| 2019-09-30 | $7.3M | 24k | 298.51 |
| 2019-06-30 | $3.3M | 11k | 294.75 |
| 2019-03-31 | $4.2M | 15k | 284.58 |
| 2018-12-31 | $3.4M | 13k | 251.61 |
More positions owned by Cedar Brook Financial Partners
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