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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Global Retirement Partners 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 Global Retirement Partners

Quarter filed Position value Share count Share price at filing
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