iShares S&P 500 Index shares owned by HPM Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $818M | 1.7M | 477.63 |
| 2023-09-30 | $634M | 1.5M | 430.38 |
| 2023-06-30 | $705M | 1.6M | 445.71 |
| 2023-03-31 | $530M | 1.3M | 417.84 |
| 2022-12-31 | $408M | 512k | 796.72 |
| 2022-09-30 | $291M | 811k | 358.65 |
| 2022-06-30 | $305M | 805k | 379.15 |
| 2022-03-31 | $63M | 659k | 95.86 |
| 2021-12-31 | $49M | 608k | 81.02 |
| 2021-09-30 | $32M | 74k | 430.82 |
| 2021-06-30 | $33M | 76k | 429.92 |
| 2021-03-31 | $27M | 68k | 397.82 |
| 2020-12-31 | $25M | 67k | 375.38 |
| 2020-09-30 | $9.8M | 29k | 336.05 |
| 2020-06-30 | $9.1M | 30k | 309.67 |
| 2020-03-31 | $16M | 62k | 258.41 |
| 2019-12-31 | $9.8M | 30k | 323.21 |
| 2019-09-30 | $12M | 39k | 298.50 |
| 2019-06-30 | $12M | 42k | 294.75 |
| 2019-03-31 | $9.0M | 32k | 284.57 |
| 2018-12-31 | $7.9M | 31k | 251.61 |
| 2018-09-30 | $9.0M | 31k | 292.75 |
| 2018-06-30 | $8.3M | 31k | 273.05 |
| 2018-03-31 | $8.4M | 32k | 265.38 |
| 2017-12-31 | $22M | 83k | 268.85 |
| 2017-09-30 | $18M | 70k | 252.93 |
| 2017-03-31 | $17M | 74k | 237.27 |