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iShares S&P 500 Index shares owned by HT Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by HT Partners from 13F filings

Historical chart of HT 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 HT 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 HT Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $246k 468 525.73
2023-12-31 $224k 468 477.63
2023-09-30 $201k 468 429.43
2023-06-30 $209k 468 445.71

More positions owned by HT Partners

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Eli Lilly & Co. (LLY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Rus Mid Cap Etf (IWR)
Johnson & Johnson (JNJ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)

View all positions for HT Partners

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