iShares S&P 500 Index shares owned by Intellectus Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Intellectus Partners
from 13F filings
Historical chart of Intellectus 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 Intellectus Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Intellectus Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $310k | 463 | 669.80 |
| 2025-06-30 | $288k | 463 | 621.37 |
| 2025-03-31 | $260k | 463 | 562.32 |
| 2020-09-30 | $399k | 1.2k | 336.14 |
| 2020-06-30 | $928k | 3.0k | 309.75 |
| 2020-03-31 | $830k | 3.2k | 258.25 |
| 2019-12-31 | $1.0M | 3.2k | 323.27 |
| 2019-09-30 | $976k | 3.3k | 298.65 |
| 2019-06-30 | $934k | 3.2k | 294.82 |
| 2019-03-31 | $901k | 3.2k | 284.41 |
| 2018-09-30 | $881k | 3.0k | 293.86 |
| 2018-06-30 | $790k | 2.9k | 274.50 |
| 2018-03-31 | $715k | 2.7k | 265.21 |
| 2017-12-31 | $790k | 2.9k | 268.71 |
| 2017-09-30 | $824k | 3.3k | 252.92 |
| 2017-06-30 | $1.1M | 4.5k | 243.33 |