Vertex Planning Partners »

iShares S&P 500 Index shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning 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 Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $25M 53k 477.63
2023-09-30 $21M 49k 429.43
2023-06-30 $22M 49k 445.71
2023-03-31 $21M 50k 411.08
2022-12-31 $20M 51k 384.21