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iShares S&P 500 Index shares owned by Chicago Partners Investment

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

Historical chart of Chicago Partners Investment 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 Chicago Partners Investment 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 Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $29M 57k 508.17
2023-12-31 $27M 56k 487.61
2023-09-30 $24M 56k 422.38
2023-06-30 $25M 55k 452.49
2023-03-31 $21M 49k 414.41
2022-12-31 $18M 43k 417.12
2022-09-30 $15M 39k 381.54
2022-06-30 $15M 36k 414.27
2022-03-31 $15M 37k 393.56
2021-12-31 $15M 34k 440.92
2021-09-30 $16M 35k 465.73
2021-06-30 $15M 33k 442.93
2021-03-31 $13M 31k 419.24
2020-12-31 $12M 31k 384.30
2020-09-30 $10M 31k 337.28
2020-06-30 $12M 38k 324.49
2020-03-31 $10M 36k 287.59
2019-12-31 $10M 31k 332.39
2019-09-30 $4.4M 15k 302.07
2019-06-30 $4.0M 13k 299.56
2019-03-31 $3.9M 13k 291.99
2018-12-31 $3.2M 12k 260.52
2018-09-30 $2.8M 10k 265.61
2018-06-30 $2.5M 9.3k 273.04
2018-03-31 $2.4M 9.1k 265.35
2017-12-31 $2.2M 8.3k 268.83
2017-09-30 $2.5M 9.7k 252.88
2017-06-30 $4.7M 19k 243.44
2017-03-31 $670k 2.8k 237.25
2016-12-31 $591k 2.6k 225.14
2016-09-30 $315k 1.4k 217.54
2016-06-30 $303k 1.4k 210.56
2016-03-31 $295k 1.4k 206.87
2015-12-31 $308k 1.5k 204.92
2015-09-30 $326k 1.7k 192.44
2015-06-30 $350k 1.7k 207.22
2015-03-31 $350k 1.7k 206.86
2014-12-31 $392k 1.9k 206.75

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

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