iShares S&P 500 Index shares owned by O'Brien Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by O'Brien Wealth Partners
from 13F filings
Historical chart of O'Brien Wealth Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by O'Brien Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $648k | 1.2k | 525.73 |
| 2023-12-31 | $589k | 1.2k | 477.63 |
| 2023-09-30 | $540k | 1.3k | 429.43 |
| 2023-06-30 | $493k | 1.1k | 445.71 |
| 2023-03-31 | $455k | 1.1k | 411.08 |
| 2022-12-31 | $392k | 1.0k | 384.21 |
| 2022-09-30 | $366k | 1.0k | 358.47 |
| 2022-06-30 | $392k | 1.0k | 379.48 |
| 2022-03-31 | $451k | 1.1k | 399.82 |
| 2021-12-31 | $435k | 961 | 452.65 |
| 2021-09-30 | $298k | 686 | 434.40 |
| 2021-06-30 | $300k | 686 | 437.32 |
| 2021-03-31 | $281k | 686 | 409.62 |
| 2020-12-31 | $262k | 686 | 381.92 |
| 2020-09-30 | $237k | 686 | 345.48 |
| 2020-06-30 | $217k | 686 | 316.33 |
| 2019-12-31 | $254k | 782 | 324.81 |
| 2019-09-30 | $205k | 686 | 298.83 |
| 2019-06-30 | $465k | 1.6k | 300.00 |
| 2019-03-31 | $268k | 942 | 284.50 |
| 2018-12-31 | $506k | 1.9k | 262.86 |
| 2018-09-30 | $276k | 942 | 292.99 |
| 2018-06-30 | $262k | 959 | 273.20 |
| 2018-03-31 | $250k | 942 | 265.39 |
| 2017-12-31 | $238k | 942 | 252.65 |
| 2017-09-30 | $238k | 942 | 252.65 |
| 2017-06-30 | $229k | 942 | 243.10 |