iShares S&P 500 Index shares owned by InterOcean Capital Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by InterOcean Capital Group
from 13F filings
Historical chart of InterOcean Capital Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by InterOcean Capital Group 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 InterOcean Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14M | 26k | 525.74 |
| 2023-12-31 | $13M | 27k | 477.63 |
| 2023-09-30 | $13M | 30k | 429.44 |
| 2023-06-30 | $12M | 28k | 445.71 |
| 2023-03-31 | $11M | 27k | 411.08 |
| 2022-12-31 | $16M | 43k | 384.21 |
| 2022-09-30 | $8.3M | 23k | 358.67 |
| 2022-06-30 | $8.3M | 22k | 379.15 |
| 2022-03-31 | $7.9M | 18k | 453.71 |
| 2021-12-31 | $8.3M | 17k | 477.00 |
| 2021-09-30 | $7.3M | 17k | 430.83 |
| 2021-06-30 | $7.6M | 18k | 429.94 |
| 2021-03-31 | $7.0M | 18k | 397.79 |
| 2020-12-31 | $6.7M | 18k | 375.39 |