iShares S&P 500 Index shares owned by Truepoint
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Truepoint
from 13F filings
Historical chart of Truepoint investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Truepoint
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $352M | 609k | 576.82 |
| 2024-06-30 | $337M | 616k | 547.23 |
| 2024-03-31 | $326M | 620k | 525.73 |
| 2023-12-31 | $289M | 605k | 477.63 |
| 2023-09-30 | $263M | 613k | 429.43 |
| 2023-06-30 | $269M | 603k | 445.71 |
| 2023-03-31 | $246M | 599k | 411.08 |
| 2022-12-31 | $222M | 577k | 384.21 |
| 2022-09-30 | $215M | 601k | 358.65 |
| 2022-06-30 | $226M | 597k | 379.15 |
| 2022-03-31 | $235M | 518k | 453.69 |
| 2021-12-31 | $246M | 515k | 476.99 |
| 2021-09-30 | $218M | 505k | 430.82 |
| 2021-06-30 | $104M | 243k | 429.92 |
| 2021-03-31 | $6.7M | 17k | 397.81 |
| 2020-12-31 | $7.0M | 19k | 375.42 |
| 2020-09-30 | $6.8M | 20k | 336.05 |
| 2020-06-30 | $6.3M | 20k | 309.67 |
| 2020-03-31 | $5.6M | 22k | 258.40 |
| 2019-12-31 | $6.3M | 20k | 323.25 |
| 2019-09-30 | $5.8M | 20k | 298.54 |
| 2019-06-30 | $5.8M | 20k | 294.73 |
| 2019-03-31 | $5.6M | 20k | 284.57 |
| 2018-12-31 | $5.0M | 20k | 251.63 |
| 2018-09-30 | $5.7M | 19k | 292.74 |
| 2018-06-30 | $5.3M | 20k | 273.04 |
| 2018-03-31 | $20k | 5.2k | 3.77 |
| 2017-12-31 | $4.2M | 16k | 268.87 |
| 2017-09-30 | $3.9M | 3.9M | 1.00 |
| 2017-06-30 | $3.7M | 15k | 249.13 |
| 2017-03-31 | $3.4M | 14k | 237.24 |
| 2016-12-31 | $3.4M | 15k | 230.66 |
| 2016-09-30 | $3.4M | 16k | 217.59 |
| 2016-06-30 | $3.5M | 17k | 210.49 |
| 2016-03-31 | $3.4M | 17k | 206.68 |
| 2015-12-31 | $2.8M | 14k | 204.88 |
| 2015-09-30 | $2.0M | 10k | 192.66 |
| 2015-06-30 | $2.3M | 11k | 207.25 |
| 2015-03-31 | $4.4M | 21k | 207.83 |
| 2014-12-31 | $2.5M | 12k | 206.85 |
| 2014-09-30 | $2.4M | 12k | 198.25 |
| 2014-06-30 | $2.4M | 12k | 197.02 |
| 2014-03-31 | $2.3M | 12k | 188.14 |
| 2013-12-31 | $2.4M | 13k | 185.69 |
| 2013-09-30 | $5.1M | 30k | 168.89 |