iShares S&P 500 Index shares owned by Private Ocean
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 25k | 525.73 |
| 2023-12-31 | $15M | 32k | 477.63 |
| 2023-09-30 | $9.1M | 21k | 429.44 |
| 2023-06-30 | $8.4M | 19k | 445.72 |
| 2023-03-31 | $7.9M | 19k | 411.08 |
| 2022-12-31 | $7.3M | 19k | 384.20 |
| 2022-09-30 | $5.9M | 17k | 358.62 |
| 2022-06-30 | $5.0M | 13k | 379.10 |
| 2022-03-31 | $5.6M | 12k | 453.70 |
| 2021-12-31 | $6.8M | 14k | 477.02 |
| 2021-09-30 | $6.3M | 15k | 430.84 |
| 2021-06-30 | $6.6M | 15k | 429.95 |
| 2021-03-31 | $5.4M | 14k | 397.85 |
| 2020-12-31 | $5.0M | 13k | 375.38 |
| 2020-09-30 | $4.5M | 13k | 336.08 |
| 2020-06-30 | $4.2M | 14k | 309.68 |
| 2020-03-31 | $4.3M | 17k | 258.40 |
| 2019-12-31 | $5.4M | 17k | 323.28 |
| 2019-09-30 | $5.1M | 17k | 298.54 |
| 2019-06-30 | $4.9M | 17k | 294.74 |
| 2019-03-31 | $5.9M | 21k | 284.56 |
| 2018-12-31 | $5.3M | 21k | 251.64 |
| 2018-09-30 | $763k | 2.6k | 292.90 |
| 2018-06-30 | $653k | 2.4k | 272.88 |
| 2018-03-31 | $634k | 2.4k | 265.05 |
| 2017-12-31 | $363k | 1.3k | 269.09 |
| 2017-09-30 | $340k | 1.3k | 253.16 |
| 2017-06-30 | $181k | 746 | 242.63 |
| 2017-03-31 | $177k | 746 | 237.27 |
| 2016-12-31 | $175k | 776 | 225.52 |
| 2016-09-30 | $185k | 849 | 217.90 |
| 2016-06-30 | $179k | 849 | 210.84 |
| 2016-03-31 | $175k | 849 | 206.12 |
| 2015-12-31 | $174k | 849 | 204.95 |
| 2015-09-30 | $185k | 960 | 192.71 |
| 2015-06-30 | $199k | 960 | 207.29 |
| 2015-03-31 | $199k | 955 | 208.38 |
| 2014-12-31 | $201k | 971 | 207.00 |
| 2014-09-30 | $243k | 1.2k | 198.04 |
| 2014-06-30 | $241k | 1.2k | 197.06 |
| 2014-03-31 | $241k | 1.3k | 188.43 |
| 2013-12-31 | $337k | 1.8k | 185.88 |