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iShares S&P 500 Index shares owned by Osborne Partners Capital Management

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

Historical chart of Osborne Partners Capital 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 Osborne Partners Capital 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 Osborne Partners Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $741k 1.4k 525.79
2023-12-31 $755k 1.6k 477.52
2023-09-30 $288k 670 429.56
2023-06-30 $295k 662 445.85
2023-03-31 $261k 634 410.89
2022-12-31 $343k 893 384.23
2022-03-31 $284k 626 453.67
2021-12-31 $347k 727 477.30
2021-09-30 $459k 1.1k 430.58
2017-06-30 $209k 857 243.87