iShares S&P 500 Index shares owned by Sandbox Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sandbox Financial Partners
from 13F filings
Historical chart of Sandbox 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 Sandbox Financial Partners 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 Sandbox Financial Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $944k | 1.6k | 576.81 |
2024-06-30 | $893k | 1.6k | 547.08 |
2024-03-31 | $843k | 1.6k | 525.58 |
2023-12-31 | $761k | 1.6k | 477.65 |
2023-09-30 | $740k | 1.7k | 429.44 |
2023-06-30 | $803k | 1.8k | 445.70 |
2023-03-31 | $699k | 1.7k | 411.16 |
2022-12-31 | $255k | 664 | 384.13 |
2022-09-30 | $412k | 1.1k | 358.57 |
2022-03-31 | $235k | 517 | 454.55 |
2021-12-31 | $213k | 446 | 477.58 |
2021-06-30 | $273k | 635 | 429.92 |
More positions owned by Sandbox Financial Partners
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