iShares S&P 500 Index shares owned by DB Fitzpatrick & Co
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by DB Fitzpatrick & Co
from 13F filings
Historical chart of DB Fitzpatrick & Co investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by DB Fitzpatrick & Co 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 DB Fitzpatrick & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $14k | 24 | 588.67 |
| 2024-09-30 | $21k | 37 | 576.81 |
| 2024-06-30 | $27k | 50 | 548.28 |
| 2024-03-31 | $26k | 49 | 526.35 |
| 2023-12-31 | $29k | 61 | 477.90 |
| 2023-09-30 | $26k | 61 | 429.43 |
| 2023-06-30 | $25k | 57 | 445.70 |
| 2023-03-31 | $23k | 57 | 411.09 |
| 2022-12-31 | $22k | 57 | 384.21 |
| 2022-09-30 | $20k | 57 | 350.88 |
| 2022-06-30 | $35k | 91 | 384.62 |
| 2022-03-31 | $41k | 91 | 450.55 |
| 2021-12-31 | $43k | 91 | 472.53 |