iShares S&P 500 Index shares owned by Hamilton Point Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Hamilton Point Investment Advisors
from 13F filings
Historical chart of Hamilton Point Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Hamilton Point Investment Advisors 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 Hamilton Point Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $628k | 1.1k | 588.68 |
| 2024-09-30 | $616k | 1.1k | 576.82 |
| 2024-06-30 | $584k | 1.1k | 547.23 |
| 2024-03-31 | $561k | 1.1k | 525.73 |
| 2023-12-31 | $510k | 1.1k | 477.63 |
| 2023-09-30 | $460k | 1.1k | 431.42 |
| 2023-06-30 | $476k | 1.1k | 445.71 |
| 2023-03-31 | $439k | 1.1k | 411.08 |
| 2017-06-30 | $680k | 2.8k | 243.47 |
| 2017-03-31 | $663k | 2.8k | 237.38 |
| 2016-12-31 | $639k | 2.8k | 225.16 |
| 2016-09-30 | $622k | 2.9k | 217.63 |
| 2016-06-30 | $423k | 2.0k | 210.66 |
| 2016-03-31 | $518k | 2.5k | 206.54 |
| 2015-12-31 | $362k | 1.8k | 204.98 |
| 2015-09-30 | $368k | 1.9k | 192.57 |
| 2015-06-30 | $357k | 1.7k | 206.96 |
| 2015-03-31 | $235k | 1.1k | 207.96 |
More positions owned by Hamilton Point Investment Advisors
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