iShares S&P 500 Index shares owned by Paradigm Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Paradigm Financial Partners
from 13F filings
Historical chart of Paradigm Financial Partners 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 Paradigm Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Paradigm Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $450k | 942 | 477.63 |
| 2023-09-30 | $691k | 1.6k | 423.56 |
| 2023-06-30 | $702k | 1.6k | 445.71 |
| 2023-03-31 | $422k | 1.0k | 411.08 |
| 2022-12-31 | $435k | 1.1k | 389.83 |
| 2022-09-30 | $418k | 1.1k | 374.55 |
| 2022-06-30 | $436k | 1.1k | 390.68 |
| 2022-03-31 | $1.1M | 2.5k | 448.32 |
| 2021-12-31 | $8.2M | 17k | 471.84 |
| 2021-09-30 | $1.2M | 2.8k | 440.30 |
| 2021-06-30 | $539k | 1.3k | 429.82 |
| 2021-03-31 | $654k | 1.6k | 397.81 |
| 2020-12-31 | $363k | 954 | 380.50 |
| 2020-09-30 | $491k | 1.5k | 336.07 |
| 2020-06-30 | $249k | 782 | 318.41 |
| 2020-03-31 | $369k | 1.3k | 275.37 |
| 2019-12-31 | $445k | 1.4k | 323.17 |
| 2019-09-30 | $742k | 2.5k | 293.05 |
| 2019-06-30 | $504k | 1.7k | 294.91 |
| 2019-03-31 | $504k | 1.8k | 284.75 |
More positions owned by Paradigm Financial Partners
View all positions for Paradigm Financial Partners