iShares S&P 500 Index shares owned by Edgestream Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Edgestream Partners
from 13F filings
Historical chart of Edgestream Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Edgestream Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.9M | 17k | 525.73 |
| 2023-12-31 | $5.3M | 11k | 477.63 |
| 2023-09-30 | $4.3M | 9.9k | 429.43 |
| 2023-06-30 | $1.3M | 3.0k | 445.71 |
| 2023-03-31 | $14M | 34k | 411.08 |
| 2022-12-31 | $9.2M | 24k | 384.21 |
| 2022-09-30 | $457k | 1.3k | 358.71 |
| 2022-06-30 | $2.1M | 5.5k | 379.13 |
| 2022-03-31 | $5.2M | 11k | 453.71 |
| 2021-12-31 | $7.0M | 15k | 477.02 |
| 2021-09-30 | $1.7M | 4.0k | 430.85 |
| 2021-06-30 | $4.6M | 11k | 429.88 |
| 2021-03-31 | $481k | 1.2k | 398.18 |
| 2020-12-31 | $6.5M | 17k | 375.38 |
| 2020-03-31 | $338k | 1.3k | 258.61 |
| 2019-12-31 | $3.5M | 11k | 323.28 |
| 2019-09-30 | $2.3M | 7.7k | 298.52 |
| 2019-06-30 | $1.6M | 5.5k | 294.82 |
| 2019-03-31 | $407k | 1.4k | 284.22 |
| 2018-09-30 | $2.7M | 9.3k | 292.71 |
| 2018-03-31 | $521k | 2.0k | 265.41 |
| 2017-12-31 | $2.9M | 11k | 268.82 |
| 2017-09-30 | $1.2M | 4.8k | 253.00 |
| 2017-06-30 | $1.4M | 5.6k | 243.41 |
| 2017-03-31 | $1.5M | 6.2k | 237.32 |
| 2016-12-31 | $394k | 1.8k | 224.89 |
| 2016-09-30 | $274k | 1.3k | 217.81 |
| 2015-03-31 | $408k | 2.0k | 207.85 |
| 2014-12-31 | $348k | 1.7k | 206.90 |
| 2014-09-30 | $646k | 3.3k | 198.34 |
| 2014-06-30 | $1.2M | 6.0k | 196.93 |