iShares S&P 500 Index shares owned by Running Point Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Running Point Capital Advisors
from 13F filings
Historical chart of Running Point Capital Advisors 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 Running Point Capital Advisors 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 Running Point Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $200k | 381 | 525.73 |
2023-09-30 | $138k | 322 | 429.43 |
2023-06-30 | $144k | 322 | 445.71 |
2023-03-31 | $132k | 322 | 411.08 |
2022-12-31 | $124k | 322 | 384.21 |
2022-09-30 | $115k | 322 | 357.14 |
2021-12-31 | $210k | 441 | 476.19 |
2021-09-30 | $5.1M | 12k | 430.79 |
2021-06-30 | $5.0M | 12k | 429.94 |
2021-03-31 | $5.0M | 13k | 397.79 |
2020-12-31 | $4.5M | 12k | 375.42 |
More positions owned by Running Point Capital Advisors
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