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iShares S&P 500 Index shares owned by Richard W. Paul & Associates

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Richard W. Paul & Associates from 13F filings

Historical chart of Richard W. Paul & Associates 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 Richard W. Paul & Associates 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 Richard W. Paul & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 6.7k 576.85
2024-06-30 $3.7M 6.7k 547.27
2024-03-31 $3.7M 7.0k 525.72
2023-12-31 $3.3M 6.9k 477.65
2023-09-30 $2.9M 6.8k 429.43
2023-06-30 $4.1M 9.1k 445.71
2023-03-31 $3.8M 9.2k 411.08
2022-12-31 $3.2M 8.4k 384.21