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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
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

More positions owned by Richard W. Paul & Associates

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio Short (SPSB)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Richard W. Paul & Associates

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