iShares S&P 500 Index shares owned by Hm Payson & Co
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Hm Payson & Co
from 13F filings
Historical chart of Hm Payson & Co investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Hm Payson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 7.2k | 669.30 |
| 2025-06-30 | $4.4M | 7.0k | 620.90 |
| 2025-03-31 | $3.9M | 7.0k | 561.90 |
| 2024-12-31 | $4.4M | 7.4k | 588.68 |
| 2024-09-30 | $4.2M | 7.4k | 576.82 |
| 2024-06-30 | $3.9M | 7.2k | 547.23 |
| 2024-03-31 | $3.8M | 7.2k | 525.73 |
| 2023-12-31 | $3.2M | 6.8k | 477.63 |
| 2023-09-30 | $3.0M | 6.9k | 429.45 |
| 2023-06-30 | $2.9M | 6.5k | 445.73 |
| 2023-03-31 | $2.7M | 6.6k | 411.10 |
| 2022-12-31 | $2.4M | 6.2k | 384.23 |
| 2022-09-30 | $2.1M | 5.8k | 358.72 |
| 2022-06-30 | $2.2M | 5.8k | 379.11 |
| 2022-03-31 | $2.6M | 5.7k | 453.73 |
| 2021-12-31 | $2.7M | 5.6k | 476.98 |
| 2021-09-30 | $2.4M | 5.7k | 430.74 |
| 2021-06-30 | $2.5M | 5.8k | 430.00 |
| 2021-03-31 | $2.6M | 6.4k | 397.86 |
| 2020-12-31 | $626k | 1.7k | 375.52 |
| 2020-09-30 | $1000k | 3.0k | 335.91 |
| 2020-06-30 | $1.8M | 5.9k | 309.64 |
| 2020-03-31 | $287k | 1.1k | 258.79 |
| 2019-12-31 | $466k | 1.4k | 323.16 |
| 2019-09-30 | $745k | 2.5k | 298.60 |
| 2019-06-30 | $336k | 1.1k | 294.74 |
| 2018-12-31 | $50k | 199 | 251.26 |
| 2018-09-30 | $282k | 965 | 292.23 |
| 2018-06-30 | $263k | 965 | 272.54 |
| 2018-03-31 | $265k | 1.0k | 265.00 |
| 2017-12-31 | $340k | 1.3k | 268.56 |
| 2017-09-30 | $203k | 801 | 253.43 |
| 2017-06-30 | $525k | 2.2k | 243.28 |
| 2016-12-31 | $222k | 985 | 225.38 |
| 2016-09-30 | $214k | 985 | 217.26 |
| 2016-06-30 | $226k | 1.1k | 210.23 |
| 2016-03-31 | $211k | 1.0k | 206.86 |
| 2014-09-30 | $218k | 1.1k | 198.18 |