iShares S&P 500 Index shares owned by Financial Partners Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Partners Group
from 13F filings
Historical chart of Financial Partners Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Financial Partners Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $51M | 106k | 477.63 |
| 2023-09-30 | $46M | 105k | 435.85 |
| 2023-06-30 | $46M | 102k | 449.09 |
| 2023-03-31 | $43M | 104k | 411.08 |
| 2022-12-31 | $43M | 103k | 414.78 |
| 2022-09-30 | $37M | 102k | 358.66 |
| 2022-06-30 | $38M | 99k | 379.15 |
| 2022-03-31 | $43M | 95k | 453.69 |
| 2021-12-31 | $42M | 92k | 451.76 |
| 2021-09-30 | $38M | 89k | 430.82 |
| 2021-06-30 | $36M | 84k | 429.92 |
| 2021-03-31 | $32M | 79k | 397.81 |
| 2020-12-31 | $30M | 78k | 385.62 |
| 2020-09-30 | $25M | 73k | 336.06 |
| 2020-06-30 | $21M | 69k | 309.69 |
| 2020-03-31 | $17M | 70k | 246.80 |
| 2019-12-31 | $41M | 124k | 328.33 |
| 2019-09-30 | $34M | 112k | 298.52 |
| 2019-06-30 | $27M | 93k | 294.75 |
| 2019-03-31 | $8.8M | 31k | 284.57 |
| 2018-12-31 | $6.0M | 24k | 251.61 |
| 2018-09-30 | $3.3M | 11k | 292.74 |
| 2018-06-30 | $2.9M | 11k | 273.03 |
| 2018-03-31 | $2.7M | 10k | 265.34 |
| 2017-12-31 | $2.6M | 9.8k | 268.84 |