iShares S&P 500 Index shares owned by Oak Harvest Investment Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Oak Harvest Investment Services
from 13F filings
Historical chart of Oak Harvest Investment Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Oak Harvest Investment Services 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 Oak Harvest Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.3M | 2.2k | 588.63 |
| 2024-09-30 | $1.3M | 2.2k | 576.94 |
| 2024-06-30 | $1.2M | 2.2k | 547.15 |
| 2024-03-31 | $1.3M | 2.5k | 525.66 |
| 2023-12-31 | $1.2M | 2.5k | 477.64 |
| 2023-09-30 | $1.1M | 2.5k | 429.40 |
| 2023-06-30 | $652k | 1.5k | 445.69 |
| 2023-03-31 | $462k | 1.1k | 411.05 |
| 2022-12-31 | $482k | 1.3k | 384.30 |
| 2022-09-30 | $633k | 1.8k | 358.64 |
| 2022-06-30 | $447k | 1.2k | 379.13 |
| 2022-03-31 | $550k | 1.2k | 453.80 |
| 2021-12-31 | $482k | 1.0k | 477.23 |
| 2021-09-30 | $438k | 1.0k | 430.68 |
| 2021-06-30 | $433k | 1.0k | 429.99 |
| 2021-03-31 | $404k | 1.0k | 398.03 |
| 2020-12-31 | $378k | 1.0k | 375.75 |
More positions owned by Oak Harvest Investment Services
Home Depot (HD)
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