iShares S&P 500 Index shares owned by Grimes & Company
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Grimes & Company
from 13F filings
Historical chart of Grimes & Company investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Grimes & Company 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 Grimes & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $130M | 246k | 525.73 |
| 2023-12-31 | $120M | 251k | 477.63 |
| 2023-09-30 | $84M | 195k | 429.43 |
| 2023-06-30 | $86M | 192k | 445.71 |
| 2023-03-31 | $77M | 188k | 411.08 |
| 2022-12-31 | $73M | 190k | 384.21 |
| 2022-09-30 | $87M | 242k | 358.65 |
| 2022-06-30 | $90M | 237k | 379.15 |
| 2022-03-31 | $128M | 282k | 453.69 |
| 2021-12-31 | $129M | 270k | 476.99 |
| 2021-09-30 | $110M | 256k | 430.82 |
| 2021-06-30 | $106M | 247k | 429.92 |
| 2021-03-31 | $94M | 236k | 397.82 |
| 2020-12-31 | $85M | 227k | 375.39 |
| 2020-09-30 | $52M | 153k | 336.06 |
| 2020-06-30 | $50M | 162k | 309.69 |
| 2020-03-31 | $38M | 147k | 258.40 |
| 2019-12-31 | $52M | 162k | 323.24 |
| 2019-09-30 | $46M | 153k | 298.52 |
| 2019-06-30 | $41M | 140k | 294.75 |
| 2019-03-31 | $36M | 127k | 284.56 |
| 2018-12-31 | $25M | 99k | 251.61 |
| 2018-09-30 | $29M | 99k | 292.73 |
| 2018-06-30 | $24M | 87k | 273.05 |
| 2018-03-31 | $21M | 79k | 265.37 |
| 2017-12-31 | $22M | 84k | 268.85 |
| 2017-09-30 | $16M | 64k | 252.93 |
| 2017-06-30 | $15M | 63k | 243.41 |
| 2017-03-31 | $22M | 92k | 237.27 |
| 2016-12-31 | $26M | 114k | 224.99 |
| 2016-09-30 | $27M | 122k | 217.56 |
| 2016-06-30 | $29M | 138k | 210.50 |
| 2016-03-31 | $31M | 148k | 206.65 |
| 2015-12-31 | $32M | 156k | 204.87 |
| 2015-09-30 | $30M | 156k | 192.71 |
| 2015-06-30 | $32M | 154k | 207.22 |