iShares S&P 500 Index shares owned by Change Path
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Change Path
from 13F filings
Historical chart of Change Path investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Change Path
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $12M | 26k | 477.61 |
| 2023-09-30 | $11M | 26k | 429.41 |
| 2023-06-30 | $17M | 46k | 375.00 |
| 2023-03-31 | $19M | 47k | 411.09 |
| 2022-12-31 | $18M | 46k | 384.20 |
| 2022-09-30 | $10M | 28k | 358.65 |
| 2022-06-30 | $9.1M | 24k | 379.12 |
| 2022-03-31 | $9.7M | 21k | 453.70 |
| 2021-12-31 | $14M | 32k | 458.33 |
| 2021-09-30 | $12M | 29k | 416.67 |
| 2021-06-30 | $15M | 36k | 430.67 |
| 2021-03-31 | $7.8M | 20k | 397.32 |
| 2020-12-31 | $5.2M | 14k | 375.41 |
| 2020-09-30 | $1.3M | 3.9k | 334.91 |
| 2020-06-30 | $1.2M | 4.0k | 308.96 |
| 2020-03-31 | $1.0M | 3.9k | 259.43 |
| 2019-12-31 | $593k | 1.8k | 322.95 |
| 2019-09-30 | $329k | 1.1k | 299.53 |
| 2019-06-30 | $299k | 1.0k | 293.79 |
| 2019-03-31 | $320k | 1.1k | 283.46 |
| 2018-12-31 | $321k | 1.3k | 254.39 |
| 2018-09-30 | $204k | 703 | 290.78 |
| 2018-06-30 | $212k | 774 | 273.29 |
| 2018-03-31 | $630k | 2.4k | 267.08 |