iShares S&P 500 Index shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 26k | 576.82 |
| 2024-06-30 | $14M | 26k | 547.23 |
| 2024-03-31 | $13M | 25k | 525.75 |
| 2023-12-31 | $12M | 25k | 477.63 |
| 2023-09-30 | $9.6M | 22k | 429.43 |
| 2023-06-30 | $10M | 23k | 445.71 |
| 2023-03-31 | $9.6M | 23k | 411.10 |
| 2022-12-31 | $8.9M | 23k | 384.22 |
| 2022-09-30 | $8.2M | 23k | 358.66 |
| 2022-06-30 | $9.5M | 25k | 379.13 |
| 2022-03-31 | $7.9M | 18k | 453.78 |
| 2021-12-31 | $4.4M | 9.2k | 477.36 |
| 2021-09-30 | $2.2M | 5.2k | 430.14 |
| 2021-06-30 | $1.4M | 3.3k | 429.86 |
| 2021-03-31 | $1.3M | 3.4k | 397.74 |
| 2020-12-31 | $1.6M | 4.3k | 375.96 |
| 2020-09-30 | $2.8M | 8.9k | 309.73 |
| 2020-06-30 | $2.8M | 8.9k | 309.73 |
| 2020-03-31 | $2.6M | 10k | 258.84 |
| 2019-12-31 | $3.9M | 12k | 323.74 |
| 2019-09-30 | $3.7M | 12k | 298.50 |
| 2019-06-30 | $3.8M | 13k | 294.77 |
| 2019-03-31 | $4.0M | 14k | 284.58 |
| 2018-12-31 | $3.8M | 15k | 252.63 |
| 2018-09-30 | $1.0M | 3.8k | 271.54 |
| 2018-06-30 | $1.0M | 3.8k | 272.44 |
| 2018-03-31 | $967k | 3.7k | 264.28 |
| 2017-12-31 | $922k | 3.4k | 268.96 |
| 2017-09-30 | $832k | 3.2k | 257.19 |
| 2017-06-30 | $741k | 3.0k | 244.39 |
| 2017-03-31 | $901k | 3.8k | 235.80 |
| 2016-12-31 | $1.5M | 6.8k | 226.47 |
More positions owned by Shepherd Financial Partners
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