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iShares S&P 500 Index shares owned by Opus Investment Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Opus Investment Management from 13F filings

Historical chart of Opus Investment Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Opus Investment Management 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 Opus Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $549k 1.2k 477.63
2023-09-30 $545k 1.3k 429.43
2023-06-30 $566k 1.3k 445.71
2023-03-31 $522k 1.3k 411.08
2022-12-31 $488k 1.3k 384.21
2022-09-30 $455k 1.3k 358.27
2022-06-30 $591k 1.6k 378.85
2022-03-31 $708k 1.6k 453.85
2021-12-31 $744k 1.6k 476.92
2021-09-30 $2.7M 6.3k 430.81
2021-06-30 $2.7M 6.3k 429.86
2021-03-31 $2.5M 6.3k 397.79
2020-12-31 $5.8M 15k 375.39
2020-09-30 $5.2M 15k 336.04
2020-06-30 $4.8M 15k 309.68
2020-03-31 $4.0M 15k 258.38
2019-12-31 $5.0M 15k 323.25
2016-03-31 $71M 344k 206.65
2015-12-31 $71M 344k 204.87
2015-09-30 $66M 344k 192.71
2015-06-30 $71M 344k 207.22
2015-03-31 $70M 337k 207.83