iShares S&P 500 Index shares owned by Punch & Associates Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Punch & Associates Investment Management
from 13F filings
Historical chart of Punch & Associates 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 Punch & Associates Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Punch & Associates Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $12k | 23 | 525.74 |
2023-12-31 | $130k | 272 | 477.63 |
2023-09-30 | $119k | 277 | 429.43 |
2023-06-30 | $131k | 294 | 445.71 |
2023-03-31 | $105k | 256 | 411.08 |
2022-12-31 | $97k | 252 | 384.21 |
2022-09-30 | $90k | 252 | 357.14 |
2022-06-30 | $96k | 252 | 380.95 |
2022-03-31 | $114k | 252 | 452.38 |
2021-12-31 | $126k | 265 | 475.47 |
2021-09-30 | $114k | 265 | 430.19 |
2021-06-30 | $108k | 252 | 428.57 |
2020-12-31 | $20k | 52 | 384.62 |
2019-12-31 | $137k | 423 | 323.88 |
2015-09-30 | $341k | 1.8k | 192.55 |
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