iShares S&P 500 Index shares owned by Norris Perne & French
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Norris Perne & French
from 13F filings
Historical chart of Norris Perne & French investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Norris Perne & French 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 Norris Perne & French
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $40M | 60k | 669.31 |
| 2025-06-30 | $37M | 60k | 620.90 |
| 2025-03-31 | $34M | 61k | 561.90 |
| 2024-12-31 | $35M | 60k | 588.68 |
| 2024-09-30 | $38M | 66k | 576.82 |
| 2024-06-30 | $35M | 64k | 547.23 |
| 2024-03-31 | $34M | 64k | 525.73 |
| 2023-12-31 | $31M | 66k | 477.63 |
| 2023-09-30 | $28M | 66k | 429.43 |
| 2023-06-30 | $29M | 66k | 445.71 |
| 2023-03-31 | $27M | 66k | 411.08 |
| 2022-12-31 | $25M | 66k | 384.23 |
| 2022-09-30 | $24M | 67k | 358.66 |
| 2022-06-30 | $25M | 66k | 379.15 |
| 2022-03-31 | $31M | 69k | 453.70 |
| 2021-12-31 | $28M | 59k | 476.99 |
| 2021-09-30 | $25M | 58k | 430.81 |
| 2021-06-30 | $27M | 64k | 429.94 |
| 2021-03-31 | $25M | 62k | 397.83 |
| 2020-12-31 | $24M | 63k | 375.39 |
| 2020-09-30 | $22M | 66k | 336.07 |
| 2020-06-30 | $20M | 66k | 309.69 |
| 2020-03-31 | $18M | 68k | 258.40 |
| 2019-12-31 | $23M | 70k | 323.25 |
| 2019-09-30 | $20M | 69k | 298.52 |
| 2019-06-30 | $21M | 71k | 294.74 |
| 2019-03-31 | $20M | 110k | 184.67 |
| 2018-12-31 | $17M | 67k | 251.61 |
| 2018-09-30 | $20M | 67k | 292.73 |
| 2018-06-30 | $18M | 66k | 273.04 |
| 2018-03-31 | $18M | 67k | 265.36 |
| 2017-12-31 | $19M | 70k | 268.86 |
| 2017-09-30 | $18M | 69k | 252.94 |
| 2017-06-30 | $17M | 68k | 243.42 |
| 2017-03-31 | $18M | 74k | 237.27 |
| 2016-12-31 | $17M | 74k | 224.98 |
| 2016-09-30 | $15M | 68k | 217.56 |
| 2016-06-30 | $14M | 66k | 210.50 |
| 2016-03-31 | $13M | 62k | 206.66 |
| 2015-12-31 | $10M | 50k | 204.87 |
| 2015-09-30 | $5.3M | 27k | 192.70 |
| 2015-06-30 | $5.4M | 26k | 207.23 |
| 2015-03-31 | $5.0M | 24k | 207.83 |
| 2014-12-31 | $3.5M | 17k | 206.88 |
| 2014-09-30 | $2.9M | 15k | 198.27 |
| 2014-06-30 | $2.7M | 14k | 197.00 |
| 2014-03-31 | $2.5M | 13k | 188.13 |
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