IVV ISHARES TR

Ownership history in Freestone Grove Partners LP  ·  4 quarters on record

This page tracks every 13F SEC filing in which Freestone Grove Partners LP reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.46% (2024 Q4)
Avg. % of fund
4.52%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,430,000 +1,129,330 +375.6% 7.08% $979.5M $683.12
2025 Q3 ADDED 300,670 +122,670 +68.9% 1.50% $201.2M $665.17
2025 Q1 REDUCED 178,000 -995,000 -84.8% 1.03% $100.0M $555.02
2024 Q4 INITIATED 1,173,000 8.46% $690.5M $579.67
% of Fund (quarterly)    IVV price (monthly, adj. close)
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