iShares S&P 500 Index shares owned by Fort Point Capital Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fort Point Capital Partners
from 13F filings
Historical chart of Fort Point Capital Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Fort Point Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $22M | 45k | 477.63 |
| 2023-09-30 | $16M | 37k | 429.43 |
| 2023-06-30 | $15M | 34k | 445.71 |
| 2023-03-31 | $14M | 34k | 411.08 |
| 2022-12-31 | $11M | 29k | 384.21 |
| 2022-09-30 | $10M | 29k | 358.64 |
| 2022-06-30 | $9.9M | 26k | 379.16 |
| 2022-03-31 | $7.4M | 16k | 453.69 |
| 2021-12-31 | $6.2M | 13k | 476.96 |
| 2021-09-30 | $5.5M | 13k | 430.79 |
| 2021-06-30 | $2.6M | 6.1k | 429.89 |
| 2021-03-31 | $2.3M | 5.8k | 397.78 |
| 2020-12-31 | $2.1M | 5.6k | 375.38 |
| 2020-09-30 | $1.9M | 5.6k | 336.07 |
| 2020-06-30 | $1.8M | 5.7k | 309.77 |
| 2020-03-31 | $1.6M | 6.1k | 258.47 |
| 2019-12-31 | $5.3M | 16k | 323.22 |
| 2019-09-30 | $5.0M | 17k | 298.51 |
| 2019-06-30 | $3.6M | 12k | 294.72 |
| 2019-03-31 | $3.4M | 12k | 284.56 |
| 2018-12-31 | $3.1M | 13k | 251.62 |
| 2018-09-30 | $2.5M | 8.7k | 292.78 |
| 2018-06-30 | $2.3M | 8.4k | 273.03 |
| 2018-03-31 | $1.5M | 5.7k | 265.40 |
| 2017-12-31 | $1.7M | 6.3k | 268.79 |
| 2017-09-30 | $1.6M | 6.3k | 253.00 |
| 2017-06-30 | $1.5M | 6.3k | 243.49 |
| 2017-03-31 | $1.5M | 6.2k | 237.21 |
| 2016-12-31 | $1.3M | 5.6k | 227.53 |
| 2016-09-30 | $1.2M | 5.7k | 217.54 |
| 2016-06-30 | $1.2M | 5.7k | 210.53 |
| 2016-03-31 | $2.0M | 9.8k | 206.68 |
More positions owned by Fort Point Capital Partners
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