iShares S&P 500 Index shares owned by Global Retirement Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $74M | 127k | 576.82 |
| 2024-06-30 | $65M | 119k | 547.23 |
| 2024-03-31 | $56M | 107k | 525.73 |
| 2023-12-31 | $49M | 103k | 477.30 |
| 2023-09-30 | $31M | 73k | 426.56 |
| 2023-06-30 | $31M | 69k | 445.71 |
| 2023-03-31 | $26M | 62k | 409.72 |
| 2022-12-31 | $22M | 58k | 384.21 |
| 2022-09-30 | $21M | 55k | 387.78 |
| 2022-06-30 | $20M | 54k | 379.15 |
| 2022-03-31 | $21M | 52k | 395.75 |
| 2021-09-30 | $15M | 34k | 430.81 |
| 2021-06-30 | $12M | 28k | 429.90 |
| 2021-03-31 | $11M | 27k | 397.83 |
| 2020-12-31 | $10M | 27k | 375.38 |
| 2020-09-30 | $7.2M | 22k | 336.05 |
| 2020-06-30 | $7.0M | 23k | 309.69 |
| 2020-03-31 | $6.0M | 23k | 258.39 |
| 2019-12-31 | $7.3M | 23k | 323.24 |
| 2019-09-30 | $6.6M | 22k | 298.53 |
| 2019-06-30 | $5.9M | 20k | 294.75 |
| 2019-03-31 | $4.9M | 17k | 284.55 |
| 2018-12-31 | $4.1M | 16k | 251.62 |
| 2018-09-30 | $4.6M | 16k | 292.75 |
| 2018-06-30 | $3.5M | 13k | 273.03 |
| 2018-03-31 | $3.0M | 11k | 265.33 |
| 2017-12-31 | $2.9M | 11k | 268.81 |
| 2017-09-30 | $2.6M | 10k | 252.96 |
| 2017-06-30 | $2.1M | 8.8k | 243.39 |
| 2017-03-31 | $1.5M | 6.2k | 237.23 |
| 2016-12-31 | $1.2M | 5.3k | 224.92 |
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