iShares S&P 500 Index shares owned by Northeast Planning Associates, Inc. / Nh /
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Northeast Planning Associates, Inc. / Nh /
from 13F filings
Historical chart of Northeast Planning Associates, Inc. / Nh / investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Northeast Planning Associates, Inc. / Nh / consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Northeast Planning Associates, Inc. / Nh /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $223k | 298 | 748.89 |
| 2025-03-31 | $347k | 618 | 561.90 |
| 2024-12-31 | $406k | 690 | 588.68 |
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