iShares S&P 500 Index shares owned by Emerald Investment Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Emerald Investment Partners
from 13F filings
Historical chart of Emerald Investment Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Emerald Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $44M | 91k | 477.63 |
| 2023-09-30 | $38M | 87k | 431.41 |
| 2023-06-30 | $32M | 73k | 445.71 |
| 2023-03-31 | $28M | 69k | 411.08 |
| 2022-12-31 | $25M | 64k | 384.21 |
| 2022-09-30 | $24M | 68k | 358.65 |
| 2022-06-30 | $24M | 64k | 379.15 |
| 2022-03-31 | $28M | 62k | 453.69 |
| 2021-12-31 | $22M | 46k | 476.98 |
| 2021-09-30 | $16M | 37k | 430.82 |
| 2021-06-30 | $22M | 52k | 429.93 |
| 2021-03-31 | $20M | 50k | 397.82 |
| 2020-12-31 | $19M | 52k | 375.39 |
| 2020-09-30 | $13M | 38k | 336.06 |
| 2020-06-30 | $11M | 35k | 309.69 |
| 2020-03-31 | $11M | 43k | 258.40 |
| 2019-12-31 | $12M | 38k | 323.23 |
| 2019-09-30 | $11M | 35k | 298.52 |
| 2019-06-30 | $9.4M | 32k | 294.76 |
| 2019-03-31 | $7.7M | 27k | 284.56 |
| 2018-12-31 | $6.0M | 24k | 251.93 |
| 2018-09-30 | $4.3M | 15k | 294.00 |
| 2018-06-30 | $3.7M | 14k | 274.31 |
| 2018-03-31 | $3.3M | 13k | 265.33 |
| 2017-12-31 | $2.8M | 10k | 270.87 |
More positions owned by Emerald Investment Partners
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